CallHippo + Salesforce Integration Beta

Manage Your Sales & Support With Our Salesforce Integration

Manage your Sales and Support with CallHippo’s Salesforce integration and experience seamless communication with clients right from Salesforce. Get all of your call activities, texts, call recordings, and voicemails logged automatically under “Contacts and Deals”. Sign up today!

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Salesforce Integration Feature

Interaction
Personalize Every Interaction

CallHippo instantly displays a customer’s Salesforce contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Productivity
Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform CallHippo's actions within Salesforce. Agents will be able to create activities and update notes without ever leaving Salesforce.

Workflow
Streamline Agent Workflow

CallHippo’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain CallHippo events to automatically trigger Salesforce actions.

Data Synchronization
Data Synchronization

CallHippo automatically synchronizes contacts and activities, between Salesforce and CallHippo in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

Want to Integrate Salesforce with CallHippo?

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Make Calls from Salesforce

Use Click-to-Dial within Salesforce to reach out faster and start talking right away. Track any assignment changes made via CallHippo directly in Salesforce.

Salesforce
Salesforce

Track All Your Call Activities on Salesforce

With Salesforce integration, you can keep a tab on all your call activities directly from Salesforce or from the CallHippo dashboard. All call logs, messages, and every other activity is tracked and automatically registered in the activity section of that particular contact.

Thus, it eliminates the need to swap between different windows.

Access Call Recording and Voicemail

Free up from the hassles of searching for specific recordings or voicemail. Access all of them right from the Salesforce and ease the work.

Call Recording and Voicemail

Other Integration

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Discover How To Set Up Your Callhippo - Salesforce Integration Here!

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CallHippo

Published by Nishita

Last updated: July 30, 2021