Salesforce Integration

Intulse's Salesforce integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse Dashboard that would normally display a simple phone number automatically searches the caller ID within Salesforce and returns any customer records that match. For example, when someone calls you instead of displaying the caller id you'll see the name of the person as it appears in Redtail and can click on the name to launch their account within Salesforce. You can quickly add call notes to a customer's activity details, the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Salesforce you will need to use the Intulse Dashboard App.

For more information about Salesforce, check out their website!

Rev. Apr 20, 2018