Intulse's Salesforce VoIP integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Salesforce and returns any contact or organization records that match.
Not an Intulse customer? Learn about our Salesforce VoIP integration »
When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in Salesforce and can click on the name to launch their account within Salesforce. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.
To experience the integration between Intulse and Salesforce you will need to use the Intulse App.
If you would like to have Salesforce integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.
Our Salesforce integration functions exactly like all our integrations but due the complexity of the Salesforce platform extra steps are required to be completed in Salesforce for the integration to work. The steps you need to take in Salesforce are different if your using the new Salesforce's newer lightning platform or their classic platform. Please follow the steps that are appropriate for your organization:
Setup of a new API app requires certain user policies. If you are unable to complete the following steps, please contact an administrator within your organization.
Setup of a new API app requires certain user policies. If you are unable to complete the following steps, please contact an administrator within your organization.
Each user must complete the following steps:
If you are an Admin you have access to additional settings:
For more information about Salesforce, check out their website!