Integrate

Salesforce

Update Salesforce leads, contacts, opportunities, and activities from calls.

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Integrate10 min
1

Open Salesforce

Open Integrations and choose the app, automation platform, or custom connector.

2

Configure the required details

Authorize access, map fields, choose triggers, and define what should be written back.

3

Test and verify

Run a test call and confirm the destination system receives the expected data.