Close this search box.

VirtualPBX + Salesforce CRM Integration

The VirtualPBX + Salesforce CRM Integration significantly enhances business communication, productivity, and reports. Give your employees an all-in-one solution that allows them to take and make calls right inside of Salesforce. This integration boosts productivity by providing quick access to customer information during conversations, saving time and enabling efficient interactions. This integration also enhances your existing reports inside of Salesforce by capturing call data, enabling businesses to generate insightful reports and make data-driven decisions. 

Salesforce CRM Integration Features

There is a lot under the hood of the Salesforce CRM Integration. Our developers focused this native integration around how Salesforce has been organized with Contacts, Companies, Tasks, and Reports. Your team will be immediately productive in their new integration because it leans on its existing core aspects. 

  • Automatic screenpops on incoming calls with helpful caller information
  • Answer calls without leaving Salesforce
  • Automatic task generation on incoming calls linked to contact
  • Add call detail summaries on incoming call tasks 
  • Click to call for outbound calls from contact records
  • Dialpad with call history and missed calls
  • Listen to call recordings from your call history menu
  • Review all recorded call activities 

Ready to Integrate? Schedule a Consultation with our team

Ready to take advantage of the Salesforce CRM Integration? VirtualPBX team members are standing by! Use this calendar to schedule a free demo and consultation with us. All of our plans include 24/7 support and even more features to help make your business better.