Speed-to-Lead™ + Salesforce integration lets you to log all call activities, lead info and more into the Salesforce CRM.
With Salesforce + Convolo integration you get:
Automation - Your leads from Convolo are saved automatically in the Salesforce CRM.
Auto-assignment - after the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Salesforce.
Auto-routing - In case, an existing lead in Salesforce decides to request a call via Convolo, then only the contact owner defined in Salesforce will get connected with a lead.
Custom fields - All of your custom fields filled by prospects are saved in the Salesforce.
How to set up ?
In order to set up integration with Salesforce CRM you can click here. Once you clicked you will be redirected to a page where you will need to authorize into you Salesforce account.
Sandbox
If you wish to test the integration with your sandbox environment, then you should use this link ↗ for authorization.
If you are having trouble integrating Salesforce or you have any questions, feel free to drop us an email at [email protected]