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Integrating FreJun with Salesforce CRM: A Simple Guide

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As businesses increasingly rely on integrated workflows to streamline communication and sales processes, the need for unified voice and CRM data becomes critical. The FreJun + Salesforce integration allows teams to manage all customer call interactions directly from their Salesforce CRM — no manual entry, no missing context, and full visibility into every conversation.

Table of contents

Whether you’re a sales manager looking to monitor team activity, a recruiter trying to streamline candidate follow-ups, or a support leader aiming to reduce response times, this integration ensures call intelligence becomes part of your decision-making process.

Integration

In this guide, you’ll learn:

  • How to set up FreJun and Salesforce integration
  • How to install the FreJun Chrome extension for click-to-call functionality
  • What data gets synced and where
  • How to troubleshoot common issues

Prerequisites

Before you begin the integration, make sure the following components are ready:

  • An active Salesforce account with admin privileges
  • A FreJun Super Admin account
  • The latest version of the FreJun Chrome Dialer Extension installed
  • The same email address used in both FreJun and Salesforce (for correct user-level sync)
  • Your Salesforce instance must allow third-party OAuth authentication (standard in most orgs)

Note: This is a one-time setup performed by the Super Admin of your FreJun account. Once connected, all users within your organization are automatically covered—no individual setup required.

Step-by-Step Integration Process

These are the steps of Integration Process:

Step 1: Create a FreJun Account

If you’re new to FreJun, follow these steps to get started:

  1. Visit the official FreJun website
  2. Click the Sign Up button and fill in your organization details
  3. Once registered, you’ll receive an activation link and dashboard access
  4. Log in to your FreJun Super Admin account and complete your profile

Already a FreJun user? You can skip this step and move to the connection process below.

Step 2: Connect FreJun with Salesforce

Connect with account with salesforce

Follow these steps to authenticate and link both platforms securely:

  1. Login to your FreJun Dashboard
  2. Go to Settings > Integrations
  3. Under “Salesforce,” click the Connect button
  4. A new Salesforce window will pop up requesting authorization
  5. If not already logged into Salesforce, you’ll be prompted to do so
  6. Click Allow to enable secure data sharing between the platforms

Once connected:

  • All future FreJun call activities will sync to Salesforce automatically
  • A new Task object will be created in Salesforce for each call
  • Data such as call notes, outcomes, and recordings will be attached

Only Super Admins can initiate and remove this connection. This protects your organization from accidental disconnects or duplicate integrations.

Installing the FreJun Chrome Extension

FreJun's Chrome Extension

To enable click-to-call from any web page (including Salesforce lead and contact views), install the FreJun browser extension:

How to Install:

  1. Visit the official FreJun Chrome Extension page
    FreJun Chrome Dialer Plugin
  2. Click Add to Chrome
  3. Once installed, log in using your FreJun credentials
  4. Now, phone numbers on Salesforce pages will show a call button next to them
  5. Simply click the button to initiate the call from your FreJun account

Benefits of the Extension:

  • Make calls directly from Salesforce, LinkedIn, job boards, or websites
  • Skip copy-pasting numbers
  • Works seamlessly with the FreJun backend to log calls

FAQs & Troubleshooting Guide

1. Why is a new contact being created despite an existing one with the same number?

Ensure that the number is present only in the Phone or Mobile fields. FreJun does not scan custom or alternate fields for matches.

2. Why is no contact created when calling a new number?

This feature is turned off by default. Contact [email protected] to enable “auto-create contact” for fresh numbers.

3. Why are some calls marked as Pending or Overdue in Salesforce?

FreJun uses the call answer status to mark Task completion. Answered calls = Completed. Unanswered/missed calls = Pending or Overdue.

4. How can I ensure my call is assigned to the correct Salesforce user?

Ensure the email address used in FreJun matches exactly with the Salesforce user email. Mismatches result in tasks being assigned to the org admin by default.

5. What if two contacts have the same number?

Salesforce returns the first record that matches. FreJun logs the call to that record. To avoid ambiguity, keep phone numbers unique per contact.

6. Where can I find the actual recording URL in Salesforce?

The call recording is synced under a hidden field called Call Result. To make it visible: Follow this step-by-step video to unhide the field from your Salesforce layout.

Further Reading: The Benefits of Using AI Insight for Call Management: A Comprehensive Guide

Need More Help?

If you need help during setup or want to enable additional sync fields, reach out to our support team:Email: [email protected]
Setup Support: Book Onboarding Call (Optional CTA)

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Subhash is the Founder of FreJun, the global call automation platform. With 8+ years of entrepreneurial experience, FreJun was established to help customers with their voice communication needs. The goal of FreJun is to develop cutting edge technology and solutions to help customers.