Salesforce is the world's leading CRM software and enterprise cloud ecosystem. The Salesforce Customer Success Platform can help your business grow into a more streamlined, effective, and efficient organisation across sales, service, marketing, and more.
If you integrate Salesforce with CallPage, your leads will be automatically redirected from CallPage widget to Salesforce. Each lead will be saved as a new contact. What is more, you can make calls right from your Salesforce dashboard and see all data and statistics connected with calls!
You will no longer have to log on to CallPage panel so you will save a lot of time!
In order to correctly integrate CallPage with Salesforce, follow the instruction:
Step 1: Go to customer panel in CallPage.Choose widgets,and then edit the widget.
Step 2: Go to Integrations tab and create a new integration.
Step 3: Choose Salesforce from the list of available integrations. Now you have to install Salesforce package (Step 4). After you do this, go back to CallPage customer panel and press Authenticate with Salesforce.
Step 4: Choose for whom you want to install Salesforce package and press Install.
Step 5: Now just allow access to confirm this integration.
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’:
Step 5: Select ‘Contact’:
Step 6: From the menu on the left select ‘Page Layouts’:
Step 7: Select Page Layout Assignment:
Step 8: Select ‘Edit Assignment’:
Step 9: 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 10: The list should look like this:
Step 11: Go back to the Object Manager and select Lead:
Step 12: Repeat steps 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!