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]