Salesforce Integration
Connect your Salesforce CRM with our AI-powered phone system to streamline customer interactions and enhance your sales and service processes.
Enhance Your Business with Salesforce
Our Salesforce integration allows you to seamlessly connect Verbose.cx with your existing CRM tools and workflows.
Whether you're looking to streamline your customer data management, automate follow-ups, or gain deeper insights into your communications, the Salesforce integration makes it possible.
With bidirectional sync capabilities, you can ensure your data is always up-to-date across all your business systems.
Key Features
Powerful capabilities to enhance your business communications
New callers are automatically added to your Salesforce CRM as leads with complete contact information.
All calls are automatically logged in Salesforce with duration, notes, and outcomes.
Updates in either system are reflected in both platforms in real-time.
Map phone system data to custom Salesforce objects for tailored business processes.
View all phone interactions in the Salesforce activity timeline for a complete customer history.
Get notified of important calls and follow-up tasks directly in Salesforce Chatter.
Setup Guide
Follow these simple steps to connect Verbose.cx with Salesforce
Connect Your Salesforce Account
Authorize the connection between your Salesforce account and our platform through our secure OAuth process.
Configure Object Mapping
Select which Salesforce objects should sync with our system and how they should be mapped.
Set Up Automation Rules
Create custom rules for how calls should be logged and what actions should be triggered in Salesforce.
Test the Integration
Make a test call to ensure all data is flowing correctly between systems.
Popular Use Cases
Discover how businesses are using the Verbose.cx Salesforce integration
Sales teams can track all prospect interactions in one place, ensuring no opportunity falls through the cracks.
Service agents have complete customer history and context available during every call for personalized support.
Track which marketing campaigns are driving phone calls and measure true ROI of your marketing efforts.
Coordinate field service teams more effectively with integrated call data and service records.
Frequently Asked Questions
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Ready to Enhance Your Business with Salesforce?
Connect Verbose.cx with Salesforce and start transforming your business communications today.