What is Salesforce Phone System Integration?
Salesforce phone system integration connects your telephony platform with Salesforce CRM, empowering your teams with tools to track calls, automate workflows, and deliver personalized customer experiences.
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Automation
at Its Best
Automate routine tasks, boost productivity, and stay focused on what matters most
Experience the power of automation as your phone system seamlessly integrates with Salesforce. From call logging to task creation and reporting, every step is optimized to save time and reduce errors. With smart workflows, your team can focus on high-value activities while the system handles the rest.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Supported Phone Systems and Providers
We support integrations with a wide range of phone systems, including:
-
RingCentral
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Zoom Phone
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Twilio
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8x8
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Dialpad
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Aircall
Custom Integrations Available: If your phone system is not listed, our team can build a custom integration to meet your needs.
Key Features of Salesforce Integration
Automatic Call Logging
- All incoming and outgoing calls are automatically logged in Salesforce, including call details, duration, and timestamps.
Screen Pop for Incoming Calls
- Instantly display customer details, case histories, and opportunities when a call is received.
Click-to-Call Functionality
- Call customers directly from Salesforce with a single click, saving time and improving workflow efficiency.
Task Creation from Calls
- Create follow-up tasks, reminders, or update records during or after calls to keep your pipeline moving.
Workflow Automation
- Trigger workflows based on call outcomes, such as case creation, lead assignment, or opportunity updates.
How It Works?
1
Initial Assessment
We evaluate your current phone system and NetSuite setup to understand your needs.
2
Integration & Configuration
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Connect your VoIP provider (e.g., RingCentral, Twilio, 8x8) or PBX system with NetSuite.
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Configure call logging, click-to-call, and reporting features.
3
Testing & Training
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Conduct comprehensive testing to ensure smooth operation.
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Train your team on how to use the integrated system efficiently.
4
Ongoing Support
Provide training to your team to ensure they maximize the integration’s potential.
Offer ongoing technical support and updates to keep your system running smoothly.
Voice
The complete business phone system
Set up new phone lines and custom call routing in minutes for teams around the world. All you need is the app.
Video
Powered video meetings
Meet in HD and never take notes again. Intouch’s video meetings have HD call and video quality with the ability to record meetings .
Messaging
Unlimited team messaging
Collaborate 1:1 or get organised in messaging channels for any project, topic or team.
Where work comes together