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All CollectionsSPEED TO LEAD™⚡️ CRM Integrations
Integrating Salesforce with Brightcall.ai
Integrating Salesforce with Brightcall.ai

Set up Speed To Lead™ + Salesforce CRM integration

Updated over a week ago

Speed-to-Lead™ + Salesforce integration lets you to log all call activities, lead info and more into the Salesforce CRM.

With Salesforce + Brightcall integration you get:

  • Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the Salesforce.

  • Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in Salesforce.

  • Auto-routing - In case, an existing lead in Salesforce decides to request a call via Brightcall, then only the Contact/Lead Owner defined in Copper will get connected with a lead.

  • Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.

  • Custom fields - All of your custom fields filled by prospects are saved in the Salesforce.

  • Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.

    • If a matching lead is found, it will be updated.

    • If no matching lead is found, a new lead will be created automatically.

How to set up ?

In order to set up integration with Salesforce CRM you can click here. Once you clicked you will be redirected to a page where you will need to authorize into you Salesforce account.


Sandbox

If you wish to test the integration with your sandbox environment, then you should use this link ↗ for authorization.

If you are having trouble integrating Salesforce or you have any questions, feel free to drop us an email at [email protected]

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