Salesforce Phone Integration

Close more deals with easy access to all contacts, notes, tags, and call recordings

Easily initiate calls by converting all numbers into a clickable format with our Click to Call

Handle calls without ever leaving Salesforce and contact customers instantly

Gain deeper insight into your agents’ performance with smart analytics

Salesforce and CloudTalk

By combining CloudTalk’s comprehensive call center software with Salesforce’s top-of-the-line CRM system, you can ensure your customers receive high-quality service via smooth VoIP connections and all your interactions stay logged.

Useful benefits of the integration include real-time call monitoring, easily accessible archives of call recordings and custom call queues.

All you need to do is add the integration to your CloudTalk account. Ready to get started?

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Benefits

Set up is easy

Integrating Salesforce platform with CloudTalk takes minutes and, crucially, doesn’t require any IT know-how. For a quick set-up guide, head over to our help center page.

Deliver first-class customer service

Two-way synchronization gives agents access to relevant data about every customer, which will help them provide better, more personalized service.

Close more deals

Convert prospects to customers more efficiently with Salesforce’s cutting-edge CRM tools and CloudTalk’s advanced communication capabilities.

Automate your daily workflows

70+ innovative features automate your daily tasks while top-tier call quality allows you to effortlessly run your business in 160+ countries.

How To Use CloudTalk With Salesforce?

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with CloudTalk

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“CloudTalk is very easy to set up and use. I liked that they could provide us with local phone numbers in countries where other vendors couldn’t“

Miguel Harari
Salesforce Appexchanges

FAQ

Does Salesforce offer phone integrations?

Yes, Salesforce offers phone integrations through its CTI (Computer Telephony Integration) technology. With CTI, you can seamlessly integrate your phone system with Salesforce, enabling you to make and receive calls directly from the platform.

What phone systems does Salesforce use?

Salesforce allows you to use any phone system that supports CTI integration. Some of the popular phone systems that are compatible with Salesforce include CloudTalk, Avaya, Cisco, and Twilio.

What is the Salesforce phone integration and how does it work?

The Salesforce phone integration helps businesses streamline their processes by enabling the seamless flow of information. With Salesforce + CloudTalk, you can easily manage customer databases and shared contacts, as they’re distributed among multiple business processes that run across multiple systems. It provides users with the right combination of automation and personalization for their customers.

What are the benefits of the Salesforce + CloudTalk Integration?

By Integrating Salesforce with CloudTalk, you get a modern call center inside your favorite CRM. Here are 7 advantages of the Salesforce + Cloudtalk phone integration:

Automate campaigns with smart dialer
Manage missed calls and voicemails
Use 2-way real time synchronization
Render all your numbers clickable
Monitor metrics
Get access to call recordings