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Vonage for Salesforce: Salesforce Integration
Maximise your communications investment with Vonage for Salesforce. View caller information with a screen pop of the relevant Salesforce record as you answer the call. Create Salesforce activities during and after calls and see Salesforce activities associated with any call – all from within a single interface.
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Vonage for Salesforce Integration: flexibility without the complexity
The Vonage for Salesforce Integration is a rich, easy-to-use interface designed to effortlessly integrate your voice interactions into your key Salesforce workflows.
Vonage for Salesforce: watch now
Integrated voice and Salesforce data
Simple set-up with no client-side installation
Click-to-dial & click-to-answer
Automated call logging
Call insights and analytics
Mobile access
Flexibility without the complexity
Integrate both voice and data into the key sales, customer service and business productivity applications that your employees use every day.Vonage for Salesforce is available through an embedded Salesforce interface directly within Vonage Business Communications, or through a simple brower interface. When the user clicks on the phone icon, the Vonage ContactPad is displayed.
- Capture data across all devices, streamline workflows and gain real-time insight with just a web browser -- no client-side installation needed.
- Empower your employees, elevate your customer experience and boost your profit margins by integrating your cloud phone system with the Salesforce data you rely on to run your business.
Getting started with Vonage for Salesforce
Ready to integrate Salesforce with your VBC account?Activate the Vonage for Salesforce integration now by going to the Vonage Admin Portal, or by calling our support team.
Vonage Business Communications for Salesforce features
Automated call logging
Auto-log all incoming and outgoing calls through Salesforce when the caller ID or number matches a Salesforce contactEmbedded Salesforce Open CTI Integration
Keep the dial pad at your employees’ fingertips without toggling between screensClick-to-connect
Click to dial or send an SMS to any phone number appearing in Salesforce through the embedded Vonage Business Communications ContactPad; display a screen pop of the corresponding customer record in Salesforce automatically
Seamless contact management
Create new contacts easily while on a call without interrupting the conversationCall note taking & task management
Capture notes for inbound and outbound calls in call activities and schedule tasks or appointments from the same screen popIncoming/outbound screen pops
View contact information in real-time for a more personalised conversationWe also have a Salesforce integration with our contact center platform! Learn more
