V3 Salesforce Integration

Owned by XCALLY Knowledge (Unlicensed)
Last updated: Jan 09, 2024 by Product Knowledge
1 min read

 

 

XCALLY  provides the integration with Salesforce to automatically open a task/case for every call (managed via Phonebar or webRTC) depending on the conditions set in the trigger →

New Tab and Integration Tab

 

Moreover, it is possible to start a conversation with a Salesforce contact (using the Phonebar) just clicking on the telephone number →

Integration Tab

 

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