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Integration with Salesforce
Integration with Salesforce

Easily integrate Voxloud with Salesforce with this step by step guide

Francesco Pastoressa avatar
Written by Francesco Pastoressa
Updated over a week ago

Exploit the full potential of Voxloud with this native integration with Salesforce's CRM.

On this page you can find out everything you can do with this integration.

How to activate the integration

Log into your Voxloud Control Panel. You can access it from this link.

Now go to the "Shop" and select the "Integrations" box.

Click on "Purchase".

Now click on "Integrations" in the left menu.

Select the Salesforce integration and click on "Integrate Salesforce".

Now connect the Salesforce account to Voxloud filling the fields.

Choose the work environment in Salesforce in which enable the integration and then click on "Save".

Now choose the owner of the Salesforce account, then click on "Next".

Your Salesforce integration is ready!

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