Salesforce

CRM integration

Stop fake leads reaching Salesforce.

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.

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Lead record

NOTHING DELETED

User

Daniel

Lena

Checking

Amira K.

Acme · Paid search

amira.k@example.com

Phone

555-0134

Source

Paid search

Company

Acme

Behaviour

Contact

Match

Genuine

Record

Details

Activity

Amira K.

Acme

Lead

Screen

Verdict

Genuine

Score

Reasons

none

Checked At

09:14

Reference

fg_7c1e4b2d9a20

copied to the Contact on conversion

Lead Status

yours

Owner

yours

Rating

yours

not written by Tapper

five fields on the Lead, nothing else

Example submissions with made-up names, shown next to a Salesforce lead record.

Why connect Salesforce

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.

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.

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.

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.

Only five fields, agreed upfront

Screen writes five fields on the Lead and copies them to the Contact on conversion. Your admin sees the list before connecting, and nothing else on the record changes.

How it works

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

session signals

email + phone

scrambled on arrival

Tapper Screen

CHECKS

Behaviour · Contact · Match

invisible to the visitor

WRITES

verdict · score · reasons · checked at · reference

nothing else on the record

verdict

score

reasons

checked at

reference

five fields, nothing else

Salesforce

the Lead record

PERMISSION SET

What visitors type is never stored. Only five fields go back to your own Salesforce.

Connect

Your admin gives Screen permission to edit its own five fields, then signs in to approve the connection. Nothing else is granted.

Check

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

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

Hold Invalid leads before they reach your team, or let every lead through with its label and let your assignment rules, Flow and reports do the rest.

Screen only edits its own fields.

It cannot create, delete or change any other record or field. Your admin sees the full list of permissions before anything is connected.

What it changes

Leads your team can trust.

Your reps call real people first, and your reports count real enquiries 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 enquiries

Filter reports and dashboards by label, so your lead numbers show genuine enquiries instead of bots and spam.

Nothing is ever deleted

Invalid leads are held or labelled, never removed, merged or archived. Every record stays in your Salesforce and you can review it at any time.

LEAD ROUTING BY LABEL

NOTHING DELETED

Holding queue

kept and reviewable, never deleted

Review queue

arrives with its five fields

Round robin

Amira K.

Genuine

to your assignment rules

TOOLS

Lead Assignment Rules

Flow

List views

Reports

Example: leads routed by label with Salesforce's own tools.

Data access

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

Lead (name, status, lead source, dates, ad click ID)

READ

Contact (email and phone, scrambled on arrival)

READ

Opportunity (standard fields only)

READ

OpportunityContactRole

READ

OpportunityHistory

READ

Lead (five fields)

WRITE

Contact (copied on conversion)

WRITE

Notes and Tasks

NEVER

Free text

NEVER

Apex and automation

NONE

Layouts

NONE

Users

NONE

EMAIL AND PHONE

j.doe@example.com

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.

Onboarding

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.

Agree the fields

We confirm the five fields Screen will add to your Lead and the values your views and reports will filter on.

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.

Connect Salesforce

Your admin grants edit access to the five Screen fields and approves the connection.

Review before holding

At first every lead gets through with its label. You review the results with us, pick a score threshold, and switch on holding 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.