Table of Content:
Integrating Salesforce with Convolo.ai
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 dashboard.
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.
If you are having trouble integrating Salesforce or you have any questions, feel free to drop us an email at firstname.lastname@example.org