This is how Call Experts integrates with Salesforce.
We use an API to connect our clients to our system and scripting.
Boost efficiency and cut costs with our
Salesforce answering service integration!
Seamlessly integrate our answering service solutions with Salesforce to streamline your customer interactions and reduce response times by enabling instant account look-ups, creation of new cases, and more.
Generate a picklist of Object Fields such as Lead Source.
Lookup up to 2,000 Accounts to verify customer details.
Create cases & use our message summary as the description.
Lookup existing cases to gather information like Status, Case ID, & Number.
Create customized case comments on new & previously created cases.
Industry Service
How do you set up a Salesforce integration?
Setting up a Salesforce integration is a straightforward process designed to enhance your operational workflow efficiently. By connecting our answering service with your Salesforce system, we enable real-time data exchange and streamline customer communication.
To complete the setup, we will need the following items to ensure a smooth integration.
Access_token.
Instance_url.
Username & Password.
Client_secret.
Client_id.
Name of Fields we are using.
Don’t change your current process.
We adapt to you.
We specialize in creating one-of-a-kind phone answering solutions with custom integrations.
Our customizable answering service ensures you never miss out on crucial opportunities, providing 24/7 coverage for your staff and callers.
