The Intulse integration with Salesforce connects your phone system with your Salesforce account, giving you faster access to client details and easier communication tools.
Salesforce Integration Key Features
Instant Caller ID Matching
- The Intulse App automatically searches Salesforce for any matching contact or organization records whenever a phone number appears.
- Incoming calls display the caller’s name from Salesforce, not just the number.
- Click the caller’s name to open their record directly in Salesforce.
Automatic Call Logging
Each call log includes:
- User and extension involved
- Call date and start time
- Duration of the call
- Direction (inbound or outbound)
- External phone number
- If the call was recorded, the recording is automatically attached.
- You can easily add your own notes or commentary to any call log.
Text Message Logging
- Text messages sent to or received from Salesforce contacts can be logged automatically.
- Nightly logging ensures message records are kept up to date.
Click-to-Call & Messaging
- Start calls or send texts to Salesforce contacts directly from the Intulse App by searching for a contact name on the My Phone screen.
- With the Intulse Companion App installed in your browser, initiate calls and texts directly from Salesforce by clicking any phone number.
To experience the integration between Intulse and Salesforce, you will need to use the Intulse App.
If you would like to have the Salesforce integration enabled for your account, please contact Intulse support and we would be happy to get you connected.
CONNECTING SALESFORCE TO INTULSE
This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.
INSTALL PLUGIN
Once a system administrator of your Salesforce and Intulse accounts Installs the Plugin, all users will need to authorize the integration in the Intulse App.
Open the Intulse App and select the More menu tab. Click Integrations and select Salesforce from the list.
- Click the Install Plugin button.
- Log into Salesforce in the new browser window that opens.
- Select whether to Install the integration for Admins Only, All Users, or Specific Profiles.
- Check the box to agree to the installation and click Install.
- You will see a confirmation screen stating Installation Complete.
- Return to the Salesforce screen in the Intulse App.
- The Install Plugin button will remain visible until you successfully authorize the integration.
- Return to the Intulse App and click the button to Authorize Intulse.
- Once you've completed the authorization process you should see a banner in the Intulse App indicating that the process was successful.
ADMIN SETTINGS
You are now ready to select the settings for your Salesforce Integration. These settings will apply to all users.
- Choose whether to Enable automatic call logging for your entire organization.
- Choose whether you want text message logs created for your organization each evening.
- At least 1 admin must check the credentials box to have texts logged for all users.
- Use the drop-down list to select users who should be excluded from automatic call logging.
- Click the Save button to save your changes.
ALL USERS
Once your system administrator has completed setting up the integration for your organization, each user on the Intulse system must complete the following steps.
- Open the Intulse App and select the More menu tab.
- Click Integrations and select Salesforce from the list.
- Click the Authorize Intulse button.
- This will open a new window where you can login to your Salesforce account and authorize Intulse to access your data in Salesforce.
In order to fully benefit from this integration, both Salesforce and the Intulse App should be open and running in the background of your device.
For more information about Salesforce, check out their website!
