Does Callbricks require Salesforce Sales Cloud or Einstein?

No. Callbricks connects to any Salesforce edition with API access — Professional, Enterprise, or Unlimited. You do not need Salesforce Sales Cloud, Einstein Conversation Insights, or any AI add-on. Callbricks brings the call intelligence layer independently.

Can Callbricks write to custom Salesforce Opportunity fields?

Yes. During integration setup, Callbricks reads your existing Salesforce Opportunity and Contact field schemas — including all custom fields — and lets you map Callbricks outputs to them in the field-mapping UI. No new Salesforce fields are created automatically.

What Salesforce profile permissions does the integration require?

The Callbricks Salesforce connected app requires API access, Read/Write on Opportunity and Contact objects, and Create on Task/Event objects. Your Salesforce admin will review and approve the connected app scope during OAuth authorization.

How does Callbricks match a call to the right Salesforce Opportunity?

Callbricks matches calls to Salesforce records using contact email and phone from the calendar invite or CRM record. If no automatic match is found, you can manually link a call to any Salesforce Opportunity from the Callbricks call detail view.

Can I use Callbricks alongside Salesforce Einstein Activity Capture?

Yes. Callbricks writes as a separate Salesforce Activity and does not conflict with Einstein Activity Capture. Both can run simultaneously — Callbricks adds call-specific intelligence (MEDDIC, objections, ICP score) that Einstein Activity Capture does not extract.

Last updated: May 7, 2026

CRM Integration

Callbricks + Salesforce Integration

Write call intelligence into Salesforce opportunities, contacts, and activities automatically.

Overview

The Callbricks Salesforce integration syncs call transcripts, MEDDIC/MEDDPICC field extractions, objection signals, and ICP scores into Salesforce opportunities and contact records after every call. Unlike Salesforce Einstein Conversation Insights, which requires Salesforce Sales Cloud at $150–$300/user/month, Callbricks works as an add-on to any Salesforce edition and delivers deeper cross-call aggregation. Teams can map Callbricks outputs to custom Salesforce fields in their existing object schema.

Who This Is For

Revenue operations, sales operations, and enterprise sales teams running Salesforce as their system of record who want deep call intelligence — MEDDIC extractions, objection signals, cross-call ICP scores — written into Salesforce opportunities without requiring Salesforce Sales Cloud Einstein.

How to Connect Callbricks with Salesforce

1
Connect Salesforce via OAuth
In Callbricks Settings → Integrations, click "Connect Salesforce" and authorize the OAuth connection with your Salesforce credentials. Works with Salesforce Professional, Enterprise, and Unlimited editions. Your Salesforce admin may need to approve the connected app.
2
Map Callbricks outputs to Salesforce fields
Use the Callbricks field-mapping screen to assign extracted data — MEDDIC fields, objection type, ICP score, call summary — to the corresponding Salesforce Opportunity, Contact, or Activity fields. Both standard Salesforce fields and custom fields in your existing schema are supported.
3
Callbricks writes to Salesforce after each call
Once connected, Callbricks automatically syncs call data to the matched Salesforce opportunity and contact after every processed call. A call activity log is also created in Salesforce for audit trail purposes.

What Syncs Automatically

Call Transcript

Full transcript written as a Salesforce Activity (Task or Event) linked to the Opportunity and Contact.

MEDDIC / MEDDPICC Fields

Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, and Competition fields extracted and mapped to custom Salesforce Opportunity fields.

Objection Signals

Objection type and frequency extracted from the call, written to a custom Salesforce Opportunity field for pipeline analysis.

ICP Fit Score

Cross-call ICP score for the contact synced to a Salesforce Contact or Lead field.

Call Summary

AI-generated call summary written as a Salesforce Activity note on the Opportunity record.

Next Steps

Follow-up actions extracted from the call, optionally written as a Salesforce Task with a due date.

Recording Link

Link to the Callbricks recording and transcript added to the Salesforce Activity record.

Why Teams Use Callbricks with Salesforce

Deeper than Einstein Conversation Insights — at a fraction of the cost

Salesforce Einstein Conversation Insights requires Sales Cloud at $150–$300/user/month and still lacks cross-call aggregation. Callbricks adds MEDDIC extraction, cross-call ICP scoring, and objection aggregation to any Salesforce edition for a fraction of that cost.

MEDDIC and MEDDPICC fields populated automatically

Sales ops teams no longer need to remind reps to update MEDDIC fields. Callbricks extracts each component from the call audio and writes it to the corresponding Salesforce Opportunity field — ready for manager review in the pipeline.

Full audit trail in Salesforce

Every call creates a Salesforce Activity linked to the Opportunity, Contact, and Account — building a complete history of sales conversations directly in your system of record without separate call intelligence logins.

Works across Salesforce editions

Callbricks connects to Salesforce Professional, Enterprise, and Unlimited. You do not need Sales Cloud or Einstein to get call intelligence into Salesforce — Callbricks works as a lightweight add-on to your existing Salesforce setup.

Frequently Asked Questions

Ready to Connect Callbricks with Salesforce?

Set up the Salesforce integration in under 5 minutes and start seeing call intelligence in your existing tools. No credit card required.