Salesforce

Overview

Integrating FreJun with Salesforce lets you seamlessly sync your communication data with your Salesforce records, so every interaction is logged for future reference and analysis.

Once connected, every call you make through FreJun is automatically synced with Salesforce – no manual data entry required. The FreJun Chrome extension also adds Click-to-Call to phone numbers on any webpage, including Salesforce, so your team can dial without copying and pasting.

Key Features

• Automatic call syncing – Whenever you make a call from FreJun, it’s synced with Salesforce too, so nothing has to be entered manually. By default, FreJun syncs call reason, call outcome, tags, notes, and the call recording URL to the Task object.
• Custom field mapping – Want the data somewhere more specific? Map FreJun call data to your own custom Task fields for the recording URL, call status, call transcript, and the contacted client’s name and phone number. Full field reference here.
• Choose where calls sync – Decide whether calls sync to Leads or Contacts by default, via FreJun → Settings → Salesforce → Settings.
• Auto-create missing contacts or leads – Turn this on in the same panel, and calling a new number creates a matching contact or lead automatically, with the call mapped to it.
• Click-to-call on any webpage – The FreJun Chrome extension adds a Click-to-Call button to phone numbers on any page you’re on, including Salesforce.
• One-time setup for your whole team – A super admin connects FreJun to Salesforce once, and it’s live for every user in the organization.
• Secure, permission-based connection – The integration authenticates through Salesforce’s own login and permission screen, so access is only granted with your explicit approval.

How to Integrate

Prerequisites

Before proceeding with the integration, make sure you have:

• A Salesforce account
• A FreJun account
• The FreJun Chrome Extension installed

Note: The integration is organization-based – only the super admin needs to configure it once, and it’s then enabled for every user under that organization.

Step 1: Create a FreJun Account (If you already have a FreJun account, skip this step.)

• Visit the FreJun website and sign up for an account.
• After registering, you’ll receive login credentials that give you access to the FreJun dashboard.

Step 2: Authentication Process

• Navigate to Settings → Integrations.
• Click on the Salesforce Connect button. (Note: while the super admin typically sets this up, disconnecting the integration afterward isn’t restricted to the super admin – anyone with the appropriate permission level can do it.)
• Salesforce will request the necessary permissions to link both systems. Click Allow to grant access.
• A login screen will appear if you’re not already logged in to your Salesforce account. Enter your credentials and proceed with the authorization.

That’s it – now, whenever you make a call from FreJun, it will be synced with Salesforce.

Step 3: Chrome Extension Integration

• Follow this link to install the FreJun extension.
• Log in to the extension using your FreJun credentials.
• Once done, a Click-to-Call button will be added next to phone numbers on web pages, including Salesforce.
• Use this button to make calls directly without copying and pasting numbers into the dialer.

Step 4 (optional): Configure sync settings

Go to FreJun → Settings → Salesforce → Settings to choose your primary association (Lead or Contact) and turn on auto-creation of missing contacts or leads.

Custom field mapping (optional)

By default, FreJun syncs call reason, call outcome, tags, notes, and the call recording URL to the Task object. To sync additional data, add custom fields to the Task object in Salesforce with these exact API names:

Field labels in Salesforce can be anything, but the API names must match exactly for the sync to work.

Note: This setup is organization-wide – the super admin configures it once, and it can be disconnected later by anyone with the appropriate permission level, not just the super admin.

Integration at a Glance