Salesforce is a platform, which brings together all your customer information, that enables you to build a customer-centred business from marketing right through to sales, customer service and business analysis. That gives you more complete understanding of your customers to drive your business’s success.
CallPage and Salesforce: what do you gain?
Customer data from Callpage and Salesforced will be integrated, seamlessly third-party backend systems, and even legacy and IoT data.
Step 1: Go to customer panel in CallPage, choose integrations >>
Create new integrations. Pick app, which you want to integrate with your account.
Step 2: Choose Salesforce from the list of available integrations, and select the widgets, on which you want to install the integration.
Step 3: Add a description (an alias) which will help you to recognize your new integration.
Step 4: Install Salesforce package.
Step 5: Choose an option which you prefer and upgrade.
Step 6: Authenticate with Salesforce.
Step 7: It is ready. All leads you receive will be automatically redirected from your CallPage account to Salesforce.
Step 1. Enter the Setup in the upper right corner in Salesforce dashboard:
Step 2. Choose Setup:
Step 3. From the menu on the left select the ‘Object and fields’ and ‘Object Manager’:
If you have any questions regarding CallPage don't hesitate to contact us.
Step 4. Select ‘Contact’:
Step 5: From the menu on the left select ‘Page Layouts’:
Step 6: Select Page Layout Assignment:
Step 7: Select ‘Edit Assignment’:
Step 8: Select the rows for which Contact Layout is assigned (you can drag the mouse to select multiple options at once), then select from the list of Contact Layout options (Installed Package: CallPage) and save:
Step 9: The list should look like this:
Step 10: Go back to the Object Manager and select Lead:
Step 11: Repeat step 6 for Leads.
Now you can enjoy your integration!
Should you have any questions regarding CallPage don't hesitate to contact us.
We will help you immediately!