{"id":187,"date":"2022-05-20T12:00:34","date_gmt":"2022-05-20T12:00:34","guid":{"rendered":"https:\/\/www.answerconnect.co.uk\/helpcentre\/?p=187"},"modified":"2026-08-03T13:00:02","modified_gmt":"2026-08-03T13:00:02","slug":"integration-with-salesforce","status":"publish","type":"post","link":"https:\/\/www.answerconnect.com\/help-center\/integrations\/integration-with-salesforce\/","title":{"rendered":"Integrate with Salesforce"},"content":{"rendered":"\n<p style=\"font-size:18px\">Integrating with Salesforce allows you to instantly see every lead in one place. Automatically push caller information to the platform as a contact, lead, or ticket. Learn more about the integration <a href=\"https:\/\/www.answerconnect.com\/integrations\/salesforce\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Activating the integration&nbsp;<\/h2>\n\n\n\n<p style=\"font-size:18px\">Activating your Salesforce integration can be done in a few simple steps:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Log in to the <strong>AnswerConnect<\/strong> app<\/li>\n\n\n\n<li style=\"font-size:18px\">Select <strong>Integrations<\/strong> in the left navigation bar<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-1024x576.jpg\" alt=\"\" class=\"wp-image-2575\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-1-1-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Find the Salesforce integration card, and click it.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-1024x576.jpg\" alt=\"\" class=\"wp-image-2576\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-2-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Press the <strong>Connect<\/strong> button on the right-hand side of the Salesforce details window.<\/li>\n\n\n\n<li style=\"font-size:18px\">First, you will select a <strong>Trigger<\/strong>. In this instance, you will choose <strong>Call Intake<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-1024x576.jpg\" alt=\"\" class=\"wp-image-2577\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-3-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">You&#8217;ll be prompted to enter your <strong>Salesforce login information<\/strong> to continue.<\/li>\n\n\n\n<li style=\"font-size:18px\">Continue to the <strong>Connect tab<\/strong> and click <strong>Allow<\/strong> to allow access to your Salesforce account through AnswerConnect. We recommend that you rename the connection, then click <strong>Continue.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-1024x576.jpg\" alt=\"\" class=\"wp-image-2579\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-5-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the <strong>Action tab<\/strong>, click <strong>Contact<\/strong> and <strong>Continue<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-1024x576.jpg\" alt=\"\" class=\"wp-image-2580\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-6-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the Setup tab, you can add the contact fields that will be transferred from AnswerConnect to your Salesforce account. After mapping, click the <strong>Continue<\/strong> button at the bottom of the screen to proceed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-1024x576.jpg\" alt=\"\" class=\"wp-image-2581\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-7-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">In the Test tab, you have the opportunity to test the integration, or you can skip the test.<\/li>\n\n\n\n<li style=\"font-size:18px\">Click <strong>Finish<\/strong> to complete the integration. The integration is now activated.\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-1024x576.jpg\" alt=\"\" class=\"wp-image-2582\" srcset=\"https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-1024x576.jpg 1024w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-300x169.jpg 300w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-768x432.jpg 768w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-1536x864.jpg 1536w, https:\/\/storage.googleapis.com\/anct-helpcenter\/1\/2022\/05\/Salesforce-Integration-9-2048x1152.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Alternative option: Activate the integration through Zapier<\/h2>\n\n\n\n<p style=\"font-size:18px\">Another way you can integrate your answering account to Salesforce is through Zapier. Automate workflows between the two platforms based on the triggers and actions available in Zapier.<\/p>\n\n\n\n<p style=\"font-size:18px\">Visit the AnswerConnect and Salesforce integration <a href=\"https:\/\/zapier.com\/apps\/answerconnect\/integrations\/salesforce\" target=\"_blank\" rel=\"noreferrer noopener\">page on Zapier<\/a> to set up your integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get in touch<\/h2>\n\n\n\n<p style=\"font-size:18px\">If you have any questions or need assistance setting up your Salesforce integration, get in touch with our client services team &#8211; we\u2019re happy to help.&nbsp;<\/p>\n\n\n\n<p style=\"font-size:18px\"><strong>US clients:<\/strong> <a href=\"tel:800-531-5828\">800-531-5828<\/a> | <a href=\"mailto:clientservices@answerconnect.com\">clientservices@answerconnect.com<\/a><br><strong>Canada clients:<\/strong> <a href=\"tel:800-858-1625\" target=\"_blank\" rel=\"noreferrer noopener\">800-858-1625 <\/a>| <a href=\"mailto:help@answerconnect.com\">help@answerconnect.com<\/a>\u00a0<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrating with Salesforce allows you to instantly see every lead in one place. Automatically push caller information to the platform as a contact, lead, or ticket. Learn more about the&#8230;<\/p>\n","protected":false},"author":4,"featured_media":2592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,34],"tags":[74],"class_list":["post-187","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations","category-integration","tag-salesforce-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Integrate With Salesforce | AnswerConnect Help Center<\/title>\n<meta name=\"description\" content=\"Integrate your Salesforce account to AnswerConnect and instantly see every lead in one place. 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