Salesforce call recording, video and phone.
Claap records your video and dialer calls, logs each one on the right Salesforce contact, opportunity and account, and fills the fields you map.
480+ G2 reviews- 30-min demo
- SOC 2
Salesforce
Lumora · Discovery callWriting4 fields written
OpportunityLumora - Pro PlanUpdated by Claap
Next stepSend pricingSecurity review
Economic buyerAnneke Visser, CFO
Close dateSep 12Sep 24, 2026
Budget40 seats approved
Trusted by revenue teams at
Infopro Digital
TransferRoom
- SOC 2 Type II
- No training on your data
Record Zoom, Meet and Teams calls, with or without a bot
- The desktop app and the Chrome extension record from your own machine, so no stranger joins the participant list.
- Prefer the buyer to see it? Turn on the meeting bot: it joins the call, so everyone knows.
- Calendar sync starts the recording for you, and only meetings from a connected calendar are sent to Salesforce.
Meetings
Teams
Zoom
Google MeetTeamsZoomGoogle Meet
Robin
Eline
StefNo bot joined the call
Bring your dialer calls onto the same opportunity
- Aircall, Ringover, Allo and lemlist VoIP calls are imported after they end, then transcribed and summarised like a video call.
- Claap matches the phone number to a Salesforce contact, so a contact with no number on file will not match.
- Video and phone calls with the same buyer land on the same record, in order, with the same summary.
Phone calls
Allo
Ringover
AircallAlloRingoverOpportunityKroma - Enterprise PlanFrom Aircall
StageNegotiation
Close dateNov 28
A note on the contact, opportunity and account after each call
- Each external call becomes a Salesforce note with the date, participants, AI summary and a link to the recording.
- Guests missing from Salesforce become contacts, for every external participant or only for domains already in your org.
- Edited the summary after the call? Push the update to Salesforce from the recording in one click.
Meetings
SalesforceSalesforceSalesforceSalesforceSalesforceOpportunityGradly - Enterprise PlanUpdated by Claap
ParticipantsAna Ruiz (Gradly), Sam M.
SummaryWants SSO before rollout to 60 reps
RecordingWatch in Claap · 34 min
Typed values in the Salesforce fields you map
- Map a Claap field to a Contact, Account or Opportunity field, standard or custom, and it fills after every call.
- Meetings and Calls are Salesforce Events: map custom Event fields and each logged call gets its own values.
- Append or replace on each new call, and review before anything syncs if you would rather check it first.
Fields
Event.Outcome__cContact.Champion__cAccount.NumberOfEmployeesOpportunity.NextStepOpportunity.Objections__cOpportunity.Competitor__cWhen Salesforce already has a value
Only if emptyNever touches a rep’s value
Append when possibleAdds to what is there
Always overwriteLatest call wins
What Salesforce teams ask before they connect a recorder
Videos filling Salesforce storage
[...] If the recording, the video file is uploaded in Salesforce, so it takes space in terms of data in Salesforce database.
Reps stay in Salesforce
Did you open Salesforce from Claap [...]? Basically, you could even just stay in the Salesforce and you have, like, everything that arrives in Salesforce, right?
What Claap does
Each call’s summary and link land on the Salesforce record.
How CRM auto-complete worksNo single view of the account
My goal at the end is to connect all of the Salesforce data and Claap data to get the overview on an account or deal.
What Claap does
Claap logs every call on the account and fills mapped fields.
Sales call recording, the overview
“Zero clicks for the reps, and Salesforce still fills itself. My sales team finally gets the deal context instead of a half-filled form.”
Vlad ComanRevOps, SkelloSalesforce call recording, answered
Does Salesforce record calls?
Salesforce Sales Dialer records the calls placed through it and saves each recording as a file in Salesforce. Einstein Conversation Insights does not record: it analyses recordings from a connected provider such as Zoom or a dialer. Calls on other tools need a recorder that writes into Salesforce, which is what Claap does.
Can Salesforce automatically log calls?
Salesforce Sales Dialer saves a recording of each call placed through it as a file in Salesforce. Calls on Zoom, Teams, Google Meet or another dialer need a recorder connected to Salesforce. Claap logs each of them automatically after the call: a note with the summary, the participants and the recording link on the contact, opportunity and account, plus the fields you map.
How do I record a meeting in Salesforce?
Record it with a tool that is connected to Salesforce. Claap records Zoom, Google Meet and Microsoft Teams meetings from the desktop app, the Chrome extension or a visible bot, then logs a note with the summary and the recording link on the contact, opportunity and account.
Where does Claap store the recording?
In Claap. Salesforce gets a note with the meeting details, the participants, the AI summary and a link to the recording, so video files do not use your Salesforce storage. Recordings with a Salesforce note show a Salesforce icon in the Claap library.
Which Salesforce objects and fields does Claap write to?
Notes go on Contacts, Opportunities and Accounts. Claap fields can be mapped to standard or custom fields on those objects, and to custom fields on Events, which is where Salesforce stores Meetings and Calls. Each field appends or replaces on a new call, or waits for review.
Do private recordings sync to Salesforce?
Not by default. Only recordings shared to the workspace send notes to Salesforce. A workspace admin can turn on a setting that syncs private recordings too, after confirming a warning, and turning it off again applies immediately.
What does a Salesforce admin need to set up?
A connected Google or Outlook calendar in Claap, Notes enabled in Salesforce and added to the Account, Contact and Opportunity layouts, and a permission set for the integration user. Claap needs read access to accounts and opportunities, and create and edit access to contacts, leads and events.
Which Claap plan includes the Salesforce integration?
Business, at $60 per seat per month billed annually, and Enterprise. Business also has unlimited recording and transcription minutes. Dialer integrations start on Pro at $32, and people who only watch calls can use the free Basic plan.
See a recorded call land in Salesforce.
Book a demo and we will walk one of your calls from the recording to the opportunity, fields included.