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How to integrate CallPage with Salesforce
How to integrate CallPage with Salesforce
Aleksandra Dynowska avatar
Written by Aleksandra Dynowska
Updated over a week ago

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: Choose Salesforce from the list of available integrations, and select the widgets and numbers, on which you want to install the integration.

Step 3: Add a description (an alias) to help you recognize your new integration.

Step 4: Install the Salesforce package.

Step 5: Choose an option that 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.

Part 2.

Step 1. Enter the Setup in the upper right corner of the Salesforce dashboard:

 Step 2. Choose Setup:

 Step 3. From the menu on the left select the ‘Object and fields’ and ‘Object Manager:

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!

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