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What is the Salesforce-AnswerConnect integration?
Salesforce is a market leader in customer relationship management (CRM) software.
With the Salesforce - AnswerConnect integration, you can send information from your incoming calls to the relevant flows in Salesforce automatically.
Seamless connection.
The AnswerConnect - Salesforce integration gives you the power to communicate across
platforms with just a click.
The trigger
New message
Your receptionist answers your call or chat and takes a message.
The action
Create contact
Creates a new contact in Salesforce.
To see how else AnswerConnect and Salesforce work together, try through 
Why integrate?
![Capture new leads]()
Capture new leads
Get new leads directly in your CRM without lifting a finger.
Keep it synced
Say goodbye to duplicate leads and banish repetitive data entry.
![Sell smarter]()
Sell smarter
Let the software do the work and focus on closing the sale.
Get connected in three simple steps.
1.Choose your integration.
You can find all our integrations under Advanced Settings in your AnswerConnect app.
2.Activate it.
Simply enter your Salesforce username and password to activate.
3.We'll take care of the rest.
You're good to go! Enjoy seamless connection between your Salesforce and AnswerConnect accounts.
Activate the integration now.
Activate
FAQs.
How does Salesforce work?
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Salesforce combines instant messaging, video-calling, and digital meeting spaces to enable your team to work, connect and collaborate anywhere.
How do I set up the Salesforce - AnswerConnect integration?
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Simple! Follow the instructions listed under "Get connected in three simple steps"
How do I see my call information in my Salesforce flows?
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When the Salesforce integration is set up, you'll be given different modules to choose from. If the integration is set up to create a contact, you will have to check the contacts tab every time for finding the contact created from the call information gathered by our agents.
How do I send call messages to specific channels in my Salesforce account app?
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You'll be able to choose the respective module or a specific channel where the information will be stored in your Salesforce app.
Can I send messages to my receptionists through my Salesforce account?
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No. Unfortunately, information can only be transferred one way (from AnswerConnect to Salesforce).
Can't find the answer to your question? Call us now: 800-700-8888 or email us at sales@answerconnect.com
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