Salesforce Phone System Integration

What the Salesforce integration does

Features documented for this integration. Which ones we switch on is agreed during your assessment.

• Contact sync

  Salesforce contacts sync to the phone system, so caller names show on desk phones and the desktop and mobile apps.

• Call screen pops

  Incoming calls are matched to Salesforce records and the matching record opens in your browser.

• Click-to-call

  Click a phone number in Salesforce to dial, using the phone system's browser extension.

• Call control in Salesforce

  Transfer, hold, mute and flip calls without leaving Salesforce.

• Automatic call logging

  Inbound and outbound calls are logged against the contact with date, time, call status and number.

• Optional contact or lead creation

  Unknown inbound or outbound numbers can create a new Salesforce contact or lead automatically.

• Notes and conversation records

  Call notes and messages sync to Salesforce; transcriptions and AI summaries can sync where those features are in use. Recording and transcription features use the $20/month company-wide call recording and transcription add-on.

Example workflows with Salesforce

• Example

  Sales rep picks up a returning lead

  The lead's record pops up as the phone rings, so the rep opens with context instead of asking who's calling.

• Example

  Outbound calling from a list view

  Reps click numbers in Salesforce to dial, and each call is logged to the record automatically.

• Example

  New caller becomes a lead

  A call from an unknown number creates a lead, so the follow-up isn't lost on a sticky note.

How we set it up

1. 1

   Tell us about your software

   Which CRM or platform, which edition, who administers it, and what you want calls to do.

2. 2

   Compatibility assessment

   We review what your software exposes (for example an API or webhooks) and whether the workflow is achievable.

3. 3

   Scoped quote

   If it's feasible, you get a written scope and quote for the dedicated instance and the integration work. If it isn't, we tell you.

4. 4

   Build, test and hand over

   Agreed work is configured on your dedicated instance, tested with your team, and supported under the terms in your quote.

New to phone integrations? Start with CRM phone integration or browse all integrations.