Salesforce Telephony Integration

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Steps to Integrate

Steps to Integrate
with Salesforce

Step 1

Signing in to Acefone

Sign in to Acefone
Click on the Services tab on the side navigation bar
Click on Integrations
Enable Salesforce by clicking the toggle button
Click on Instructions

Step 2

Configuring Acefone with Salesforce portal

Type ‘call centre’ in the quick box
Click on Call Centres and then, open CTI
Then click on Manage Call Centre and on Add More Users
Enter user details in the search filter
(For eg. Using any criteria like the name of the active Salesforce user)
Click on Find to further add the user by clicking on Add to Call Centre

Step 3

Authorising Salesforce account

Type ‘app manager’ in the Quick Box
Click on Edit Sales (Lightning Sales)
Select Utility Items
Click on Add Utility Item
Add Open CTI Softphone and save it
Note: Add your mobile number in Setup (Users) in the Mobile field
Select Sales from the app launcher and maximise the phone tab placed at the bottom left corner by clicking on it
Enter your Acefone credentials and log in to Salesforce CRM. You’re good to go

Acefone + Salesforce Integration

Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.

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Overview
Benefits
Advantages
Other Integrations
Resources

Steps to Integrate

Acefone + Salesforce =
Complete customer satisfaction

You can achieve a lot more with your customer service by leveraging the power of insights. Eliminate the manual effort that goes into lead management, customer retention, and more by combining the capabilities of your Acefone telephony set-up with the Salesforce CRM.

Steps to Integrate

Acefone + Salesforce =
Complete customer satisfaction

Steps to Integrate

Steps to integrate Salesforce
with Acefone

Step

Signing in to Acefone

Sign in to Acefone
Click on the Services tab on the side navigation bar
Click on Integrations
Enable Salesforce by clicking the toggle button
Click on Instructions

Step

Configuring Acefone with Salesforce portal

Type ‘call centre’ in the quick box
Click on Call Centres and then, open CTI
Then click on Manage Call Centre and on Add More Users
Enter user details in the search filter
(For eg. Using any criteria like the name of the active Salesforce user)
Click on Find to further add the user by clicking on Add to Call Centre

Step

Authorising Salesforce account

Type ‘app manager’ in the Quick Box
Click on Edit Sales (Lightning Sales)
Select Utility Items
Click on Add Utility Item
Add Open CTI Softphone and save it
Note: Add your mobile number in Setup (Users) in the Mobile field
Select Sales from the app launcher and maximise the phone tab placed at the bottom left corner by clicking on it
Enter your Acefone credentials and log in to Salesforce CRM. You’re good to go

Integrate to stay a step ahead

Empowered emails

Automated email reports to track progress
Get voicemails emailed so you never miss a lead
Personalised email templates for marketing campaigns

Enhanced mobility

Access the CRM integration on your phone
Tailor experiences with just a click
Collaborate and make changes on the go

The AI edge

Enjoy insights like caller patterns, preferences, etc.
Predict conversions and anticipate customer actions
Enhance efficiency using intelligent suggestions

Empowered emails

Automated email reports to track progress
Get voicemails emailed so you never miss a lead
Personalised email templates for marketing campaigns

Enhanced mobility

Access the CRM integration on your phone
Tailor experiences with just a click
Collaborate and make changes on the go

The AI edge

Enjoy insights like caller patterns, preferences, etc.
Predict conversions and anticipate customer actions
Enhance efficiency using intelligent suggestions

You may also drop a mail and contact to
support for further assistance.

0800-084-3663 Contact@acefone.com

Boost your business communication

No more hassles

An easy-to-use portal for quick access and deep data insights that help you grow rapidly.

Set up the integration in a matter of minutes
No codes, installations or maintenance processes
Personalise dashboard to see crucial information

Simplified. Sophisticated.

Optimise your workflow to achieve quick and lasting results for your business.

CTI pop-ups with caller information for all calls
Use click-to-call and ditch manual dialling
Multitask without switching screens at all

Uncomplicate your day

A dashboard that’s easy to use and covers all your essential needs in one place.

Customer history for contextual conversations
Get lead status for efficient strategising
Automate workflow by embedding in Salesforce

Set the gold standard of communication
for your clients today.

0800-084-3663 Start my free trial

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MS Dynamics 365

Acefone telephony solutions + Microsoft Dynamics 365 = A powerful integration to transform your customer relationships.

Learn More

Salesforce

Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.

Learn More

Hubspot

Integrate your Acefone solutions with the Hubspot CRM to automate, collaborate, and accelerate all customer interactions.

Learn More

Freshdesk

Unlock the 3Cs of outstanding customer service by integrating Acefone with the Freshdesk Helpdesk.

Learn More

Zendesk

Combine Acefone’s best-in-class cloud communication services with Zendesk’s intuitive CRM and build lasting customer relationships.

Learn More

Your favorite Integration tools in one place

View all

Resource library

Learn how to make the most of your business communication system.

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Visit Our Library

Frequently asked questions

You have queries, we have answers

How Business-Class VoIP Works

VoIP is an acronym for Voice over Internet Protocol, which also may be referred to as “IP Telephony,” “IP Phones” or “Internet Phones.” UCaaS stands for Unified-Communications-as-a-Service, also known as Unified Cloud Communications.

VoIP vs. UCaasS: What’s the Difference?

How will they simplify your move to the cloud?

Does it integrate with other as a service systems

How many types of UCaaS architectures

What are Unified Communications as a Service Solutions?

Still in doubt? Drop your question in the box below and we'll get back to you

Steps to Integrate with Salesforce

Step 1

Signing in to Acefone

Step 2

Configuring Acefone with Salesforce portal

Step 3

Authorising Salesforce account

Acefone + Salesforce Integration

Build better customer connections

Acefone + Salesforce = Complete customer satisfaction

Acefone + Salesforce = Complete customer satisfaction

Steps to integrate Salesforce with Acefone

Step

Signing in to Acefone

Step

Configuring Acefone with Salesforce portal

Step

Authorising Salesforce account

Integrate to stay a step ahead

Empowered emails

Enhanced mobility

The AI edge

Empowered emails

Enhanced mobility

The AI edge

You may also drop a mail and contact to support for further assistance.

Boost your business communication

No more hassles

An easy-to-use portal for quick access and deep data insights that help you grow rapidly.

Simplified. Sophisticated.

Optimise your workflow to achieve quick and lasting results for your business.

Uncomplicate your day

A dashboard that’s easy to use and covers all your essential needs in one place.

Set the gold standard of communication for your clients today.

Check our others Integrations

Zoho CRM

MS Dynamics 365

Salesforce

Hubspot

Freshdesk

Zendesk

Your favorite Integration tools in one place

Resource library

Learn how to make the most of your business communication system.

Frequently asked questions

You have queries, we have answers

Get started now and never look back.

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Steps to Integrate
with Salesforce

Acefone + Salesforce =
Complete customer satisfaction

Acefone + Salesforce =
Complete customer satisfaction

Steps to integrate Salesforce
with Acefone

You may also drop a mail and contact to
support for further assistance.

Set the gold standard of communication
for your clients today.