Salesforce Phone System Integration

Call Center
for Salesforce

Q: Can I connect my phone to Salesforce?

Yes, telephony integration with Salesforce lets you connect phones for seamless calling, logging, and Salesforce telephony features.

Q: What phone system integrates with Salesforce?

Phone systems that integrate with Salesforce include CloudTalk, the best dialer for Salesforce Service Cloud phone integration.

Q: How to integrate telephony with Salesforce?

Set up Salesforce telephony by choosing a dialer integration like CloudTalk for VoIP and call center software integration.

Q: Can you make phone calls through Salesforce?

Yes, integrating Salesforce and VoIP allows calls directly through Salesforce using dialer integrations like CloudTalk.

Q: Does Salesforce offer VoIP?

Salesforce supports VoIP via integrations with the best Salesforce call center software, such as CloudTalk, for seamless communication.

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

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.

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Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%

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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

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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

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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