Salesforce Phone System Integration

Call Center
for Salesforce

Centralize your CRM and call center operations with CloudTalk’s Salesforce call center software integration. Make and receive calls and send SMS messages without switching tabs, and speed up your Sales and Support processes 2-way synchronization and custom workflows via Cadences.

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4,000+

Satisfied customers

160+

international numbers

300%

More calls per day

50%

Lower wait times

Why Integrate Salesforce with CloudTalk?

Streamline daily operations with the Salesforce VoIP integration. Save agents’ time with custom workflows, and satisfy your customers with exceptional experiences. Synchronize data, view call outcomes directly in the contact details, listen back to voicemails, make calls, monitor metrics, and make a meaningful difference.

What Is Salesforce?

A market-leading, cloud-based CRM platform with 150,000 satisfied customers worldwide. Manage customer relationships, track sales, automate tasks, and analyze data for growth.

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Salesforce Call Center Integration Benefits

Call with Campaigns

Speed up your sales with powerful calling features via the Salesforce softphone integration. Create and assign custom campaigns, complete with call scripts and questionnaires for streamlined processes, and reach 3x more prospects in less time by populating Power Dialer queues with contact lists from your CRM with a single click.

Customize Cadences

Deliver personalized experiences with Cadences and CloudTalk’s workflow automation. Set custom triggers for follow-ups, SMS notifications, and next steps to keep the sales team proactive. Remove repetition from your agents’ daily tasks and give them the time and means necessary to drive customer satisfaction and close deals more effectively.

Consult Einstein AI

Get unprecedented clarity into your calls and fuel operational efficiency with AI-powered insights from Salesforce’s Einstein AI and CloudTalk’s Conversational Intelligence. Analyze and search call recordings and transcripts for trends, topics, and customer sentiments based on specific keyword mentions and Natural Language Processing.

Synchronize Data in Real Time

Maintain a complete record of everything that happens in your Salesforce call center software, including contact details, call records and campaign data. Ensure your agents stay up-to-date, avoid duplicate listings, and minimize the risk of mistakes from manual contact management with real-time 2-way synchronization every 10 minutes.

How to Integrate Salesforce with CloudTalk?

Ensure you have a CloudTalk Expert subscription to access all features.
Sign in to your Salesforce account and ensure you have Admin permissions.
Go to the Salesforce AppExchange and search for “CloudTalk”.
Select and install the CloudTalk CTI (Computer Telephony Integration) package.
Set up workflows, sync preferences, and custom field mapping per instructions.
Log into the CloudTalk Dashboard and go to Settings > Integrations > Salesforce.
Complete the setup and start making and receiving calls directly in Salesforce!

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How to Setup Salesforce and Hosted VoIP Synchronization?

Ensure you have sufficient custom fields in Salesforce for contacts, tasks, etc.
In CloudTalk, go to Settings > Integrations > Salesforce.
Enable contact synchronization with automatic import and export.
Set up webhook notifications in Salesforce to instantly push updates to CloudTalk.

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What Data Does the Salesforce Call Center Integration
Share?

Salesforce

CloudTalk

Signature Capability

Put Humans to the Test. See if 24/7 AI Voice Agents Will Outperform.

CeTe is an AI that talks like a human: no breaks, no training, no time off. It makes and answers calls, updates CRMs, books meetings, and loops in a human only when needed.
Press play to hear it. Want a wow moment? Get a free test call and try it live.

AI Voice Agents

SaaS / Software & Apps

Nudge expiring offer

Riley, Sales Reminder Agent

Qualify a student lead

Avery, Course Inquiry Agent

Get a payment reminder

Casey, Payment Reminder Agent

Qualify a patient lead

Jordan, Healthcare Intake Agent

Qualify insurance lead

Taylor, Insurance Intake Agent

Accept updated terms

Quinn, T&C Acceptance Agent

Qualify legal inquiry

Drew, Legal Intake Agent

Get post-interview feedback

Jamie, Candidate Feedback Agent

Pre-screen a candidate

Skyler, Applicant Pre-screen Agent

Confirm account action

Morgan, Action Reminder Agent

Get a renewal reminder

Logan, Subscription Renewal Agent

Get CSAT after support

Morgan, CX Feedback Agent

Get NPS or demo feedback

Parker, Post-Sales Feedback Agent

Qualify a trial lead

Blake, Trial Signup Qualifier

Riley

Sales Reminder
Agent

Alex

Client
Sales / Marketing

Pause

Rewind

Unmute

Avery

Course Inquiry
Agent

Jamie

Client
Education / EdTech

Pause

Rewind

Unmute

Casey

Payment Reminder
Agent

Chris

Client
Financial Services

Pause

Rewind

Unmute

Jordan

Healthcare Intake
Agent

Taylor

Client
Healthcare

Pause

Rewind

Unmute

Taylor

Insurance Intake
Agent

Peter

Client
Insurance

Pause

Rewind

Unmute

Quinn

T&C Acceptance
Agent

Morgan

Client
Legal Services

Pause

Rewind

Unmute

Drew

Legal Intake
Agent

Casey

Client
Legal Services

Pause

Rewind

Unmute

Jamie

Candidate Feedback
Agent

Riley

Client
Recruitment / HR

Pause

Rewind

Unmute

Skyler

Applicant Pre-screen
Agent

Jamie

Client
Recruitment / HR

Pause

Rewind

Unmute

Morgan

Action Reminder
Agent

Taylor

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Logan

Subscription Renewal
Agent

Jamie

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Morgan

CX Feedback
Agent

Sam

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Parker

Post-Sales Feedback
Agent

Chris

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Blake

Trial Signup
Qualifier

Alex

Client
SaaS / Software & Apps

Pause

Rewind

Unmute

Why CloudTalk for Your Salesforce Call Center?

AI-Powered

Make Smarter Calls with Conversational Intelligence

Remove the guesswork and rage-inducing repetition from your operations with Automatic Call Recording and Transcription. Gain clarity for all your calls with Topic Extraction and Sentiment Analysis and coach agents with actionable insights.

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Infinitely Scalable

Enter 160+ International Markets Instantly

Go global and expand your company’s reach with one of the largest offers of international, local, and toll-free numbers available on the market today. Scale your call center solution alongside your strategies and ensure your success for years to come.

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Customer-Focused

Sell, Support, Satisfy Customers & Succeed

Put the people at the center of everything you do with call center features designed to turn customer success into your greatest competitive advantage. Decrease wait times by <80% and increase your outbound success rate by <250% the easy way.

Explore Features

Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%

Read Story

CloudTalk allowed our CRM team to move from firefighting technical issues to making strategic improvements. Now, tickets are about configurations, not dropped calls or connectivity problems.

Mariana R.

Product Manager

Learn how Dentakay grew call volume by 2.5X

Read Story

The power dialer has been a game-changer for managing our call volume. Since we implemented the feature, about 90% of our agents are using it to automate dialing, saving time. The power dialer makes handling both new and old leads easier. It’s been crucial for our growth—our call volume has seen a 2.5X increase in just 8 months.

Ahmed A.

Data Management and Reporting Specialist

Learn how Capitalo boosted efficiency by 83.3% with AI

Read Story

CloudTalk’s AI conversation intelligence drastically improved our efficiency. We’ve cut call quality analysis time from 2 hours to 20 minutes a day and reduced wrongly targeted leads by 24%, enabling us to focus on strategic growth while maintaining consistency across markets.

Sara Konickova

Sales Ops Manager