Discover our AI Receptionist. Always ready for your customers.

Read more

SvenskaDanskSuomiNorsk bokmålEnglishFrançais Français (BE) Nederlands (BE)
Contact sales
Contact sales

Salesforce

CRM
Gather all important functions in one place without switching between tools. Combine telephony and CRM in the same platform.
Book a demo
Pricing

Links

Salesforce App Exchange
Managing calls in Salesforce
Salesforce information in Telavox
FAQ

Managing calls in Salesforce

Answer and make calls directly in Salesforce. With the Telavox app in Salesforce, you get total control over connecting and parking calls, while staying focused on your customers.

Log calls and tickets in real time

Streamline your work by easily logging calls and creating cases directly during ongoing calls.

Full overview of previous calls and cases

See the customer’s history of incoming or ongoing calls. Recent calls and cases are presented and linked, so you can quickly click through to the relevant case or contact in Salesforce.

Quick access to important customer information

By viewing previous interactions, you can personalise your communication and provide a more relevant, tailored service on the spot.

Synchronize information to Telavox

When you answer calls in Telavox, relevant customer information is automatically retrieved from Salesforce. You’ll instantly see who’s calling, the company name, email and account manager responsible – all to provide the best possible service from the first second.

Quick access to the customer card

All calls you handle in Telavox are automatically linked to the right contact in Salesforce. This gives you instant access to the customer’s complete history, the ability to record call notes and a clear overview of ongoing cases and opportunities. This streamlines both your follow-up and ongoing customer care work.

Requirements for Telavox app in Salesforce

  • Telavox CRM Integration add-on.
  • Salesforce Enterprise Edition with Lightning apps.
  • Read & write access to: Account, Case, Contact, Lead, Task objects.

Install from the AppExchange

  1. Find the Telavox app in the Salesforce AppExchange.
  2. Press “Get It Now” and follow the instructions.
  3. Log in with your Salesforce credentials when prompted.

Configuring users

  1. Navigate to Settings -> Call Center -> Call Center.
  2. Select Telavox CTI and click on “Manage users”.
  3. Add the desired users and click on “Add to Call Center”.

Add CTI to the Salesforce app

  1. Go to Settings -> App Manager.
  2. Select and edit a Lightning app.
  3. Under Utilities (desktop only), click on “Add Tool” -> “Open CTI Softphone”.
  4. Name it (e.g. “Telavox”) and save.

Requirements for contact lookup in Telavox

  • Telavox Contact Lookup extension.
  • To get started with contact lookup, make sure the account you are using has API access.

Installing contact lookups

  1. Install Salesforce Contact Lookup in the Telavox admin portal (App Directory).
  2. Fill in your Salesforce login details.
  3. Press “start integration”.

Adding contact lookups to users

  1. In the Telavox admin portal, navigate to Users -> Call Widgets.
  2. Select the users who should have contact lookups.
  3. Click on “Add” in the section on the right.
  4. Select the Salesforce Lookup Widget.

Other information

For contact lookups to work correctly, all phone numbers in your CRM system need to be stored in E164 format. Numbers in this format start with “+” followed by the country code. Numbers must not contain any special characters such as spaces, brackets or hyphens. Here is an example of a valid number: +46123123123

Benefits of integrating Salesforce with Telavox

Optimise your customer communications by integrating Telavox with Salesforce.
Save time, improve the customer experience, and streamline your team’s workflows.

More effective customer service

Manage all your phone calls directly in Salesforce. Save time by having all the information in one place and increase the efficiency of each customer contact.

Personalised customer experiences

Get instant access to key customer information during calls. Deliver a more informed, seamless and personalised customer experience without switching between tools.

Reduced administration

Automate much of the manual work of recording and updating customer data. Focus on what really matters – your customers.

Frequently asked questions and answers

  • Make and receive calls directly in Salesforce
  • See customer information automatically on incoming calls
  • Manage call history and customer data in one place
  • Transfer and park calls directly in Salesforce
  • A Telavox license
  • A Salesforce license that supports OpenCTI
  • Telavox CRM integration add-on
  • Telavox automatically retrieves customer information from Salesforce when a call comes in
  • You can see all relevant customer data directly in the call
Yes, Telavox offers integrations with several other CRM systems such as Hubspot and Microsoft Dynamics.

Get a tailored demo and quote for your business

See how Telavox can save time and improve communication in your business. Our experts will guide you through a demo and give you a tailored quote.
  • Book a demo
  • Get a free quote
  • Exploring use cases

Trusted by over 1 million users

Vector-2
Ahlsell Logo
Fortnox from Telavox
Rusta
Group 35556
Group 35557
Fixed telephony and softphone

Features

Transcribed calls
Mobile app
Calendar integration
Call Recording
Admin Portal
Call statistics
All features

Popular features

Telavox Studio
Nyhet
All features
Try for free

Discover

Explore

Other

SvenskaDanskSuomiNorsk bokmålEnglishFrançais Français (BE) Nederlands (BE)
Contact sales
Pricing
Fixed telephony and softphone

Features

Transcribed calls
Mobile app
Calendar integration
Call Recording
Admin Portal
Call statistics
All features

Popular features

Telavox Studio
Nyhet
All features
Try for free

Discover

Explore

Other

SvenskaDanskSuomiNorsk bokmålEnglishFrançais Français (BE) Nederlands (BE)
Contact sales
Pricing