Salesforce
CRM integration
Spot fake leads before your team calls them.
Screen checks every form submission and marks each Salesforce lead as Genuine, Suspicious or Invalid, with a score and the reasons. Your team calls real people first.
NOTHING DELETED
Incoming
Checking
Phone
555-0100Source
DisplayCompany
No company givenReasons
Record
Screen
copied to the Contact on conversion
not written by Tapper
five fields on the Lead, nothing else
Answers inside the tool your team already uses.
The label, score and reasons appear on the lead record your reps already open. There is no new dashboard to check and no new tool to learn.
01
Right on the lead record
The label, score and reasons sit in the Details tab next to Lead Status and Owner. Reps see them on the record they already open, with no second tool.
02
Filter and report on reasons
Reasons come from a fixed list, never free text. That means list views can filter on them, reports can count them, and reps can see why a lead looks off.
03
Route leads with your own rules
Lead Assignment Rules and Flow treat the label and score like any other field. Send Invalid leads to a holding queue, Suspicious ones to review, and Genuine ones to your reps.
04
Your admin stays in control
Your admin sees every permission before connecting, and Screen never sets Lead Status or Owner. Holding and routing stay in your own rules.
From form submission to Lead record.
Screen checks each submission, then writes five fields back into your own Salesforce. Nothing else is sent anywhere.
Your form
on your site, unchanged
Tapper Screen
CHECKS
Behavior · Contact · Match
invisible to the visitor
WRITES
verdict · score · reasons · checked at · reference
in its own group on the Lead
Salesforce
the Lead record
PERMISSION SET
What visitors type is never stored. Screen only labels; your own Salesforce rules decide what happens to each lead.
Connect
01
Your admin gives Screen permission to edit its own fields, then signs in to approve the connection.
Check
02
Screen looks at how the visitor behaved on the page and checks the email and phone they entered. Visitors never see a CAPTCHA or an extra step.
Write
03
The label, score, reasons, time checked and a reference ID land on the Lead. Status, owner, rating and every other field stay exactly as they were.
Route
04
Screen only labels. Your own assignment rules and Flow can hold an Invalid lead for review, flag it or route it by score, and your reports can filter on the label.
Screen labels. Your rules act.
Screen never blocks a submission and cannot create, delete or change any other record or field. Holding, flagging and routing happen in your own Salesforce rules.
Leads your team can trust.
Your reps call real people first, and your reports count real inquiries instead of bots and spam.
Real leads reach reps first
Genuine leads go straight to your reps, so the morning call list starts with people who actually want to talk.
Doubtful leads wait for review
A throwaway email or a phone number that cannot ring goes to a review queue with its reasons, so a person decides before anyone dials.
Reports count real inquiries
Filter reports and dashboards by label, so your lead numbers show genuine inquiries instead of bots and spam.
Nothing is ever deleted
Invalid leads are labeled, and held only if your own rule says so. They are never removed, merged or archived, and every record stays in your Salesforce.
LEAD ROUTING BY LABEL
Examplekept for review
arrives labeled
to your assignment rules
TOOLS
Lead Assignment Rules, Flow, List views, Reports
Leads are routed with Salesforce's own tools.
Exactly what Screen reads and writes.
Screen asks for a short, fixed list of permissions. Your admin sees every item on it before anything is connected.
WHAT SCREEN CAN ACCESS
READ
READ
READ
READ
READ
WRITE
WRITE
NEVER
NEVER
NONE
NONE
NONE
EMAIL AND PHONE
sha256 4b1e…c93a
Your admin sees this full list before connecting.
What your admin approves
What it reads
Standard fields on Lead, Contact, Opportunity, OpportunityContactRole and OpportunityHistory. No free-text fields and no other objects.
What it writes
Five fields on the Lead, copied to the Contact on conversion: Verdict, Score, Reasons, Checked At and Reference. Nothing else.
Editions
Enterprise, Unlimited, Performance and Developer work as they are. Professional needs the Web Services API add-on. Group and Essentials are not supported.
Email and phone
Scrambled with SHA-256 the moment they arrive. The original values are never stored.
Data shared
None. Results go back to your own Salesforce and nowhere else.
Storage
Kept separately for each customer and encrypted. Disconnecting deletes your stored login details.
Deletion
Never. Screen does not delete, merge or archive anything in Salesforce.
Set up in four simple steps.
No code on your side and no change to how your team works in Salesforce. We handle the setup with your admin.
Step 1: Agree the fields
We confirm the fields Screen will add to your Lead and the values your views and reports will filter on.
Step 2: Link the ad click
If your form saves the ad click ID on the Lead, the label sits next to the campaign it came from. This is optional.
Step 3: Connect Salesforce
Your admin grants edit access to the Screen fields and approves the connection.
Step 4: Review before you hold
At first every lead gets through with its label. You review the results with us, pick a score threshold, and switch on your own holding rule only when you are ready.
Editions
Enterprise, Unlimited, Performance and Developer work as they are. Professional needs the Web Services API add-on. Group and Essentials are not supported.
Frequently asked questions
Common questions from sales, CRM and security teams.
Five fields on the Lead, copied to the Contact on conversion: the label, the score, the reasons, the time it was checked and a reference ID.
Standard fields such as name, status, lead source and dates, plus the email and phone it checks. It never reads free-text fields.
No. Status, owner, rating and every other field stay yours. Screen only fills in its own five fields.
Use Lead Assignment Rules or Flow, the same way you use any other field. A common setup sends Invalid leads to a holding queue and Suspicious ones to review.
No. Screen works with your forms as they are. Saving the ad click ID on the Lead is optional.
Enterprise, Unlimited, Performance and Developer. Professional needs the Web Services API add-on. Group and Essentials are not supported.
No. Results go back to your own Salesforce only. No email, phone, name or record goes to any third party.
At any time. Disconnecting cancels access and deletes your stored login details. Fields already written stay in your Salesforce.
Screen for HubSpot
The same checks and the same five fields, set up for HubSpot.
Spot fake leads in Salesforce.
See Screen check real form submissions and label them in your own CRM. We walk your team through setup before anything is connected.