Salesforce — Click-to-call, screen pop and automatic call logging
Your WiseCloud cloud phone system connects to Salesforce so your team can call straight from a contact record and see who's calling before they pick up.
Salesforce + WiseCloud, working together
Click-to-call from Salesforce
Click "Call this contact" in Salesforce and the call is placed and connected to your desktop phone automatically — no dialling required.
Screen pop on incoming calls
Customer records pop up automatically as a call comes in, so your team has context before they answer.
Automatic call logging
Call Journaling reports external calls to Salesforce automatically, and chat journaling can log chats the same way.
Auto-create new contacts
The system can be configured to create a new Salesforce contact automatically when a call comes in from a number that isn't already on file.
Matched by email
Each phone system extension is matched to its Salesforce user by email address, so the integration knows who's who without extra setup per user.
Salesforce integration — quick answers
Can my team call Salesforce contacts without dialling manually?
Yes — click-to-call lets you click a contact in Salesforce and the call is placed straight to your desktop phone.
Will we see who's calling before we answer?
Yes — screen pop automatically brings up the caller's Salesforce record as the call comes in.
Are calls logged in Salesforce automatically?
Yes — Call Journaling reports calls (and optionally chats) to Salesforce without any manual data entry.
What do we need for the integration to work?
The extension email must match the Salesforce user's email, and for automatic contact-record pop-ups your team needs to use the 3CX Web Client on their PC.
See all integrations, or the full Cloud Phone System feature set.
Your phone system connects to these too
HubSpot
Call logging, click-to-call and contact lookup with HubSpot CRM
See the HubSpot integration
Zoho CRM
Screen pop, click-to-call and call recording links in Zoho
See the Zoho CRM integration
Bitrix24
Click-to-call, call pop-ups and automatic call journaling
See the Bitrix24 integration
ConnectWise
Click-to-call and automatic call logging for MSPs and IT service providers
See the ConnectWise integration
Freshdesk
Calls logged as support tickets, automatically
See the Freshdesk integration
Zendesk
Contact lookup, call pop-ups and automatic ticket creation
See the Zendesk integration
Not sure what you need? Price a system with the Price Builder or ask us.
Connect Salesforce to your phone system
We'll set up the integration as part of your cloud phone system install — no extra hassle.