Salesforce Marketing Integration

Manage Your Sales & Support With Our Salesforce Marketing Integration

Make & receive client calls seamlessly right from Salesforce Marketing without switching applications. With CallHippo’s Salesforce Marketing integration, you can now keep a tab on all your call activities directly from Salesforce Marketing. Get all your call activities, texts, call recordings, and voicemails logged automatically under “Contacts and Deals”. Sign up with CallHippo to experience the benefits now!

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Salesforce Marketing Integration Feature

Personalize Every Interaction

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

Boost Agent Productivity

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

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 Marketing actions.

Data Synchronization

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

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Make calls from Salesforce Marketing

Get a click-to-call button next to the phone numbers on your Salesforce Marketing.
Click it and call your leads and customers right from the Salesforce Marketing.

Track all your call activities on Salesforce Marketing

With Salesforce Marketing integration, you can keep a tab on all your call activities directly from the Salesforce Marketing. Thus, it eliminates swapping between different windows.

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Published by CallHippo

Last updated: February 26, 2021