Salesforce + AnswerConnect = Sales made simple.
Every lead in one place, instantly.
Every lead in one place, instantly.
trees planted
The AnswerConnect - Salesforce integration gives you the power to communicate across
platforms with just a click.
New message
Your receptionist answers your call or chat and takes a message.
Create contact
Creates a new contact in Salesforce.
To explore how AnswerConnect and Salesforce work together, try through
Try nowGet new leads directly in your CRM without lifting a finger.
Say goodbye to duplicate leads and banish repetitive data entry.
Let the software do the work and focus on closing the sale.
You can find all our integrations under Advanced Settings in your AnswerConnect app.
Simply enter your Salesforce username and password to activate.
You're good to go! Enjoy seamless connection between your Salesforce and AnswerConnect accounts.
Activate the integration now.
ActivateSalesforce combines instant messaging, video-calling, and digital meeting spaces to enable your team to work, connect and collaborate anywhere.
Simple! Follow the instructions listed under "Get connected in three simple steps"
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.
You'll be able to choose the respective module or a specific channel where the information will be stored in your Salesforce app.
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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