Connect to your objects
Together we determine whether Leads, Contacts, Accounts or custom objects are the right relations.
On request
Salesforce
A Salesforce integration based on your data model and workflow.
Salesforce environments vary widely in objects, phone fields and activities. We therefore provide this integration after a short technical intake and agree in advance what is searched and where calls are stored.
How this integration works
Searches
Depends on the data model
Posts as
Task, activity or custom object
Access
Agreed during intake
Employee
Agreed during intake
Capabilities
What does Calls2CRM do with Salesforce?
Appropriate phone fields
Standard and custom phone fields can be included in the design.
Clear posting destination
We agree which Salesforce record is created and which call information it contains.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
Short intake
We review objects, phone fields, volumes and the desired posting behaviour.
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02
Authentication and permissions
We then agree the appropriate Salesforce authentication and minimum required permissions.
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03
Test with sample data
The integration is tested with representative relations and calls before activation.
Calls2CRM + Salesforce
Would you like to connect Salesforce to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.