Salesforce is a platform, which brings together all your customer information, that enables you to build a customer-centered business from marketing right through to sales, customer service, and business analysis. That gives you a complete understanding of your customers to drive your business’s success.
CallPage and Salesforce: what do you gain?
Customer data from CallPage and Salesforce will be integrated, seamlessly with third-party backend systems, and even legacy and IoT data.
Step 1: Go to the customer panel in CallPage, choose integrations >>
Create new integrations. Pick an app, which you want to integrate with your account.
Step 2: Add a description (an alias) to help you recognize your new integration.
Step 3: Select the widgets and numbers on which you want to install the integration
Step 4: Authenticate with Salesforce
Step 5: It is ready. All leads you receive will be automatically redirected from your CallPage account to Salesforce.
Now you can enjoy your integration!
If you have any questions about CallPage, feel free to let us know.