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telli + Salesforce integration

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Overview

The telli Salesforce integration lets you bring CRM data into telli without building a custom sync. Today, the integration is focused on inbound sync from Salesforce to telli:
  • Connect Salesforce with OAuth from the telli app
  • Sync Salesforce Contact and Lead records into telli
  • Map Salesforce fields to telli contact properties
  • Filter which Salesforce records should be synced
  • Keep agents up to date with current CRM context during calls
The Salesforce integration is currently in beta. The current release focuses on inbound sync and mapping management. Activity logging and write-back from telli to Salesforce are planned for a later release.

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Before you start

  • Access to the telli app
  • Access to the Salesforce org you want to connect
  • A clear idea of which telli contact properties should receive Salesforce data

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Set up Salesforce in telli

1

Open the Salesforce integration

In telli, go to Settings -> Integrations -> Salesforce.
2

Connect your Salesforce org

Select Enable and complete the Salesforce OAuth flow.
3

Choose the objects you want to sync

Select which Salesforce objects telli should listen to. The current integration supports Contact and Lead.
4

Configure field mappings

Expand each synced object and map Salesforce fields to the telli contact properties your team uses.
5

Add optional sync filters

Narrow the records that should be synced when you only want a subset of Salesforce Contacts or Leads in telli.
6

Save and verify deployment

Save your configuration and confirm the integration status is connected and deployed.

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How the sync works

After OAuth is completed, telli reads the Salesforce schema for the supported objects so you can configure mappings in the app. When you save those mappings, telli deploys the Salesforce sync components required for the integration. After deployment, Salesforce Contact and Lead creates and updates are sent to telli and applied using the mapping configuration you defined.

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Field mappings

Use field mappings to decide how Salesforce data should populate telli contacts.
  • Map Salesforce fields to the telli properties your workflows already use
  • Configure mappings separately for Contact and Lead
  • The Salesforce record ID and record URL are synced automatically
This gives your agents current CRM context before and during calls without manually copying data between systems.

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Sync filters

You can add extra conditions to control which Salesforce records are sent to telli. By default, Salesforce contacts must have a first name, last name, and phone number to sync into telli. You can then add additional filters in the integration settings to further narrow the records that qualify.

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Manage the connection

From the Salesforce integration page in telli, you can:
  • Reconnect an existing Salesforce org
  • Disconnect the OAuth connection while preserving mappings for later reconnection
  • Remove the integration entirely
  • Redeploy the sync configuration if deployment falls out of sync or fails

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Troubleshooting

  • If the Salesforce session expires or the token is revoked, reconnect the integration from the Salesforce settings page in telli
  • If records are not syncing, review the selected sync objects, field mappings, and any sync filters
  • If deployment is marked as failed or out of sync, use Redeploy from the integration page