Salesforce Integration

Workflow Automation

Automate repetitive tasks like call logging, case or task creation. Call recordings, notes and other relevant call information is automatically attached to the corresponding Salesforce activity.

Built in process automation

Trigger events in Salesforce based on PhoneIQ events like outbound & inbound calls, disposition codes or call duration. Automations can be applied to operations such as automated call logging, automatic case creation, automatic task creation, and more.

Leverage Salesforce Process Builder

Admins can leverage Salesforce process builder to trigger automated flows based on PhoneIQ custom fields like call result, caller mood, tags and more.

Pair click to dial capabilities with these amazing features:

SMS/MMS for Salesforce
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Salesforce Call Routing
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Workflow Automation
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