Clean CRM data from every conversation

Design the data before scaling the calls

Start with the questions the business needs answered. Define an agent's collection fields, review how they appear in a test-call result and map the relevant answers to Salesforce Lead fields. A focused schema keeps the conversation manageable and makes the resulting data easier for your team to use.

A deliberate mapping, not a blind write

Choose the destination for each collected detail in the agent's Salesforce sync settings. Revenue Relay checks which Lead fields are updateable before writing and supports a selected Lead status update. The connection's permissions remain authoritative; the agent does not invent a destination or bypass your Salesforce access controls.

• Map qualification answers and contact preferences explicitly
• Keep each outbound call associated with a real Lead
• Preserve agent, phone context and call time in the call record

The missing context problem

Example scenario: reps know a prospect is interested, but the timeline and confirmation email live only in call notes. Configure those as collected details, map them to approved Lead fields and review the next call result. Now a rep can see the captured answers alongside the activity instead of searching a transcript for every follow-up.

Make failures visible and recoverable

A failed write should not look like a completed handoff. Each call shows Salesforce sync status and offers a retry when sync fails. Review permissions and mappings before retrying. This gives your team an operational checkpoint without suggesting that every integration write always succeeds.

Consent data is a separate responsibility

Contact information, permission to call and permission to text are not interchangeable. Maintain source and consent evidence in Records & consent, review channel opt-outs and use the campaign gate and audit history for traceability. A spoken consent request does not automatically create a consent-ledger entry.

One definition of an outcome

Campaign dashboards, agent comparisons and Ask AI share outcome definitions so your review starts from consistent numbers. Inspect CRM sync counts alongside call outcomes to spot gaps between a conversation happening and its data becoming available for the next step.