Integration with Salesforce
Voxloud lets you connect your business telephony to Salesforce with just one click, centralising the data in a single interface and using the Salesforce data to help provide a context to your interactions with customers.
This integration allows you to increase business productivity with the following features:
- Automatic call log in Salesforce for each call made, lost, received or left on voicemail
- Automatic customer identification for incoming calls based on the Salesforce contacts list
- Access to the Salesforce contacts list from the PC app
To activate the integration, simply connect Salesforce to Voxloud by clicking on the activation button at the top right.
What you will see in Salesforce
- In the contact details, you can see all made, missed and received calls and the voicemail messages related to the contact.
- You can access the call recording from the contact details with just one click
- Integration of Salesforce contacts into Voxloud
To activate the integration, simply connect Salesforce to Voxloud by clicking on the activation button at the top right.
Need help activating the integration?
Click on “Documentation” to access a step-by-step guide to activating the integration in just a few simple clicks.
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