Salesforce (beta)
Boost your workflow with the Telavox and Salesforce integration
Boost your workflow with the Telavox and Salesforce integration
It’s never been easier to combine your calls with your favourite CRM system. Thanks to the Telavox and Salesforce integration, the two can now communicate in a unified platform. Create new leads, easily edit contact info and call through Telavox – all and much more, now in Salesforce.
With Telavox in Salesforce, you’ll streamline your work environment, since you don’t need to leave Salesforce to make a call. You’ll also improve your workflow because of the easy access to all important info; it’s literally a click away.
Place a call directly from the customer contact card in Salesforce or from Call History in the Telavox widget. Add a note during the call and press “Send” to save all call details in Salesforce.
Create a new lead directly from the Telavox widget during the call and take notes in the customer contact card in Salesforce during the call.
View call history or listen to recorded calls* directly from the Telavox widget.
*Available only for customers with Call Recording subscription.
When making a call from Salesforce you can choose if you want to place it from the softphone or your mobile phone.
Contact sales, your personal advisor or one of our certified partners to book a demo.
