Skip to content

7 Salesforce VoIP integrations to try in 2024

Salesforce VoIP integration

There are two types of software that no customer support or sales team can do without: a customer relationship management (CRM) system and a business phone system. If you use Salesforce for your CRM — as over 30% of companies around the world do — it only makes sense to choose a VoIP service that can connect with Salesforce and make a great customer experience a hundred times easier to achieve. 

In this article, we’ll introduce you to seven of the best VoIP Salesforce integrations on the market today.

The 7 best Salesforce VoIP integrations

Most VoIP phone systems that offer Salesforce integrations can sync directly with your Sales Cloud or Service Cloud. However, some Salesforce integrations are more advanced than others. 

Here are the 7 best Salesforce VoIP integrations you should consider: 

  1. OpenPhone: The Salesforce VoIP integration for growing teams
  2. Nextiva: Best for task management 
  3. Vonage: Best for teams with large contact centers
  4. Aircall: Best for call center coaching
  5. GoTo Connect: Best for international calls
  6. Ooma: Best for legacy features like analog fax and overhead paging
  7. RingCentral: Best Salesforce VoIP integration with desk phone rental options

Read on to learn where each of these integrations excels and which may be right for you.

1. OpenPhone: The Salesforce VoIP integration for growing teams

VoIP Salesforce integration: OpenPhone

OpenPhone is a business phone system designed for growing teams. You’ll find essential business phone features like unlimited calls and texts, shared local and toll-free numbers, call recording, and more in OpenPhone’s platform.

OpenPhone offers plenty of automations and integrations to help you save time on routine communication tasks — and work together with your team. Whether you want to set up an Interactive Voice Response (IVR) phone menu or send auto-replies to clients, OpenPhone can help you do more with your time.

OpenPhone offers a simple yet powerful Salesforce integration that helps your sales and support teams move faster. With the integration, you can automatically log your calls, texts, recordings, and voicemails from OpenPhone to Salesforce. Your team can speak to more customers without spending time manually updating the dashboard.

Salesforce VoIP integration: OpenPhone's integration in action

You can also automatically sync your Salesforce contacts with OpenPhone — including their names, numbers, and the contact owner on your team — so you’ll see relevant customer data alongside every call.

Another feature that pairs well with our Salesforce integration is AI-powered call summaries and transcriptions. You can review past calls in seconds with call summaries and get a clear understanding of what needs to get done with action items. You no longer need to manually review your call recordings to get up to speed or coach your colleagues.

Key features of OpenPhone

OpenPhone pricing

OpenPhone pricing

While OpenPhone starts at $15 per user per month, if you want to access the Salesforce integration, you’ll have to opt for the Business plan at $23 per user per month. Here’s a breakdown of our plans:

  • Starter: $15 per user per month for unlimited calls in the US and Canada, voicemail transcripts, shared phone numbers, and more
  • Business: $23 per user per month for phone menus, HubSpot and Salesforce integrations, AI call summaries and transcripts, group calling, and more
  • Enterprise: Contact for custom pricing and unlock priority support, dedicated account managers, and audit logs 

How to get a virtual number with OpenPhone: the best VoIP for Salesforce

get a VoIP business phone number with OpenPhone

Getting a new VoIP phone number from almost anywhere in the world is a simple process when you choose OpenPhone as your virtual phone number provider. Follow these three steps:

  1. Create an account with OpenPhone (when you sign up, you get a free, seven-day trial so you can test out the OpenPhone Salesforce integration).
  2. During signup, choose your city or area code in the US to select your preferred phone number.
  3. Once the signup process is complete, you’re all set to use your new VoIP phone number!

2. Nextiva: Best for task management

Salesforce VoIP integration: Nextiva's desktop app

Nextiva is a popular cloud communications platform that supports voice and video calls from its desktop app, mobile app, and VoIP desk phones. Nextiva offers a basic Salesforce integration with its Professional plan, which allows for Salesforce call tracking across both platforms. Users also have access to incoming calls popping up right in their Salesforce dashboard with Nextiva’s Screen Pop feature.

If you upgrade to Nextiva’s Enterprise VoIP solution, you’ll also have the option to:

  • Embed an integration from Salesforce Marketplace that lets you use your phone on the Salesforce platform. With this embedded integration, users can write notes that automatically become Salesforce tasks, which makes them a good option for task management.
  • Install a Google Chrome extension to use Nextiva while using the Salesforce browser app.

The biggest drawback of Nextiva’s Salesforce integration — no texting at all. Your text threads with customers are siloed from your Salesforce dashboard. Considering how much texting has become the go-to channel for sales and customer success communications, this is a big limitation.

Another drawback with the integration is pricing. Nextiva Professional users can access its Salesforce Classic integration, but you need to upgrade to the Enterprise plan to access its Lightning and Service Cloud integrations. If you use either of those Salesforce products, you’ll need to pay more with Nextiva.

Key features of Nextiva

  • Free unlimited video calls and voice calls in the US and Canada
  • Auto-attendant (requires upgrade)
  • Virtual fax
  • Desk phone rental options
  • Integrations with Salesforce, Oracle Sales Cloud, Microsoft Dynamics, and more

Nextiva pricing

Nextiva’s Salesforce integrations are only available on its Professional and Enterprise plans:

  • Professional: $22.95 per user per month to access SMS/MMS messaging, voicemail transcriptions, and HubSpot and Salesforce integrations
  • Enterprise: $32.95 per user per month to access call recording and Salesforce Lightning UI, Salesforce Service Cloud, and ServiceNow integrations

Keep in mind you won’t be able to try out Nextiva for free without first talking to their sales team.

3. Vonage: Best for teams with large contact centers

Salesforce VoIP integration: Vonage Salesforce integration

Vonage is a unified communications system that supports unlimited calling, messaging, and videoconferencing in over 40 countries. The platform doesn’t offer many built-in automations on its own. However, with a Premium or Advanced plan, you can unlock VoIP integrations with Salesforce Essentials and Salesforce CRM. This free integration mainly lets you automatically log your emails, calls, and meetings.

If you have the complete Salesforce Sales Cloud or Service Cloud, you’ll need to add the Salesforce CRM integration to your Vonage plan for an extra $4.99 a month. This unlocks more powerful features like automated call logging, screen pops that display client data, and click-to-call capabilities on Salesforce. Yet you’ll still be missing out on automated texting data since it only connects your voice interactions.

Vonage also offers a direct Salesforce Service Cloud integration through Salesforce AppExchange. It operates natively in a business’s Salesforce dashboard, handling inbound and outbound calls, live note-taking on calls, contact management, and more. Just keep in mind that this integration is priced differently and starts at $50 per user per month. 

With all the Salesforce integrations available with Vonage, it’s hard to know which one to go with. Teams with large contact centers should go for their full integration with Service Cloud if they’re already using it. 

Small businesses can use their Salesforce Essentials integration, but Vonage’s pricing might be a barrier for some. Essential features like toll-free numbers are only available as add-ons in Vonage’s platform. If you need these features, you can end up paying twice or thrice as much as other VoIP solutions.

Key features of Vonage

  • Unlimited calls and texts in the US and Canada
  • Voicemail to email
  • Video meetings (requires upgrade)
  • Salesforce integration with call logging, screen pops, and click-to-call

Vonage pricing

With Vonage, don’t expect a clear breakdown of monthly costs. Access to features most businesses need — like call recording and auto-attendant — requires upgrades or add-ons. You may bump into hidden fees, and lower rates are only available to teams of five or more.

Here are Vonage’s plans for 1-4 users: 

Salesforce VoIP integration: Vonage pricing
  • Mobile: $13.99 per line per month for desktop and mobile apps
  • Premium: $20.99 per line per month to unlock auto-attendant and CRM integrations (HubSpot, Microsoft Dynamics, Salesforce, and more)
  • Advanced: $27.99 per line per month to access simultaneous ring, on-demand call recording (15 hours max), and voicemail transcriptions

Keep in mind Vonage doesn’t offer a free trial. And if you’re signing up for a new annual account, prepare yourself for a minimum one-year contract.

In addition to Vonage’s plans, you’ll have to pay an additional $4.99 per month if you want to get access to their full Salesforce integration. Vonage’s integration with Salesforce Service Cloud starts at $50 per user per month — if you want to know what their higher tiers cost, you have to reach out to them to get a quote.

4. Aircall: Best for call center coaching

Salesforce VoIP integration: Aircall's Salesforce integration

Aircall is a cloud-based phone system that can help you build a call center for sales and support teams. It stands out for its international calling features; you can get international numbers in more than 20 countries. 

Aircall offers over 100 integrations and application programming interface (API) access with every plan. However, you’ll need to upgrade to access Aircall’s Salesforce VoIP integration.

Once connected to Salesforce, Aircall lets you make and receive calls straight from your CRM. Plus, you can link your Aircall and Salesforce data and view customer data during every call. Aircall also provides performance analytics directly in Salesforce so teams can see how they’re doing and where they can improve. And if you want detailed conversation insights for your Aircall calls, you can integrate Aircall with Salesforce’s Einstein Conversation Insights using Aircall’s API. Both these features make Aircall’s Salesforce integration well-suited to coach large contact center teams.  

What holds Aircall back? It’s really expensive. Aircall charges you more than comparable VoIP solutions. For example, if you need unlimited call logging and AI call summaries (both of these are paid add-ons), you’d pay at least $177 per month with Aircall.

Key features of Aircall

  • Unlimited calls within the US and Canada
  • Auto-attendant (IVR)
  • Call routing
  • Salesforce integration (requires upgrade)

Aircall pricing

Aircall plans that support the Salesforce integration start at $50 per user per month. With Aircall, you must also have at least three users signed up, so you’d pay a minimum of $150 per month — $177 per month if you need CRM logging and call summaries.

5. GoTo Connect: Best for international calls

Salesforce VoIP integration: GoTo Connect's Salesforce integration

GoTo Connect is a VoIP phone system that lets you connect to clients and team members through voice calls, video calls, and text messages from any device. It’s a solid option for businesses that want to expand internationally — GoTo Connect offers inbound and outbound calling between 50+ countries for free, including Australia, Greece, Portugal, and more.

With GoTo Connect’s Salesforce integration — which can work with Salesforce Classic if you don’t have the modern Lightning interface — you can access automatic call logging and real-time, integrated VoIP and CRM analytics. You can also use GoTo Connect to indicate the outcome of your phone calls (known as call disposition). 

Another added feature in their Salesforce integration is its “Do Not Call” field. When this field is checked for a contact, GoTo Connect prevents you from making calls to them, so your team avoids spamming customers

As with some of the other options in this list, GoTo Connect isn’t without its shortcomings:

  • No Salesforce SMS integration: You can’t log texts in Salesforce with GoTo Connect’s integration.
  • Pooled toll-free minutes: You only get 1,000 toll-free minutes every month that you have to share with your entire team.
  • Texting limits: You only get 80 SMS credits per user per month with GoTo Connect.
  • Shared numbers are extra: GoTo Connect’s base plan doesn’t offer shared numbers.
  • Meeting participant limits: GoTo Connect has a limit of 250 video meeting participants, no matter how much you upgrade.

Key features of GoTo Connect

  • Ring groups
  • Call recording
  • Video meetings
  • VoIP call routing

GoTo Connect pricing

GoTo Connect doesn’t publicly list its pricing. If you want a quote, you need to get in touch with their sales team. You also won’t be able to try their product without interacting with their sales team. 

6. Ooma: Best for legacy features like analog fax and overhead paging

Salesforce VoIP integration: Ooma's Salesforce integration

Ooma is a VoIP service provider that offers unlimited calling in the US, Canada, Mexico, and Puerto Rico. While it doesn’t work with Salesforce Classic, Ooma can connect to both Salesforce Essentials and complete CRM solutions, making it accessible to small businesses.

When you make or receive calls directly from the Salesforce platform, this integration allows you to instantly view caller data, log calls, and create Salesforce tasks with notes and follow-up reminders. Similar to other options we’ve covered in this list, this integration doesn’t automatically log your texts in Salesforce.

But while Ooma may keep your workflows moving, this Salesforce integration is only available with the most expensive plan ($29.95 per user per month). This also means you end up paying for features you don’t likely need, like analog fax and overhead paging.

And while you’re paying for unnecessary features, you won’t get access to the features that matter, like unlimited messaging. You get 1,000 free messages per user per month on the Pro Plus plan. Every additional message comes with an undisclosed upcharge, which means you’ll have to contact sales for a quote.

Key features of Ooma

  • Unlimited calling in the US and Canada
  • Analog fax
  • Overhead paging
  • Virtual receptionist
  • Salesforce integration with call logging, screen pops, and follow-up reminders

Ooma pricing

Ooma’s Salesforce integration is available in its Office Pro Plus plan, which costs $29.95 per user per month.

7. RingCentral: Best Salesforce VoIP integration with desk phone rental options

Salesforce VoIP integration: RingCentral's Salesforce integration

RingCentral is a legacy VoIP app that has been around for over two decades. Depending on which plan you choose, you can access calling, texting, audio conferencing, and video calling features in a single app. RingCentral also provides desk phone rental options to companies that have physical office space. 

While its most affordable plans don’t offer any advanced integrations, its Advanced plan lets you connect to Salesforce to get calling functionality within your CRM.

If you’re a frequent video call user, RingCentral may offer your team a solidSalesforce VoIP integration. It’s one of the few that lets you schedule and configure video meetings from your Salesforce account.

However, RingCentral comes with texting and storage limits you should look out for. In the US, their monthly texting limit is:

  • Core: 25 texts per user
  • Advanced: 100 texts per user
  • Ultra: 200 texts per user

Want to store your call recordings so that you can access them when you need? With RingCentral, recordings are only stored for 90 days, which can be frustrating for teams with long sales cycles and account relationships.

Key features of RingCentral

  • Voicemail transcriptions
  • Video meetings (requires upgrade)
  • Salesforce integration with in-app calling and video meeting management

RingCentral pricing

Salesforce VoIP integration: RingCentral pricing

RingCentral’s Salesforce integration is available on its Advanced and Ultra plans:

  • Advanced: $25 per user per month for 1,000 toll-free minutes, 100 texts per user per month, automatic call recording, and the Salesforce integration
  • Ultra: $35 per user per month for 10,000 toll-free minutes, 200 texts per user per month, unlimited storage, and device analytics and alerts (plus everything in Advanced)

Does Salesforce offer its own VoIP service?

Salesforce offers two native VoIP tools: Dialer for Essentials and Sales Dialer. These allow you to make calls, share a company phone number, and track your call history directly on your CRM. However, these products primarily support outbound calling. Once you have a Dialer subscription, which costs $25 per user per month, you still need to pay $5 per user per month extra to access inbound calls.

Salesforce’s Dialer plans don’t support SMS or MMS. If you want texting functionality on Salesforce, you need to purchase their Digital Engagement add-on — which also includes live chat and chatbot features — for $75 per user per month. You can use an existing number or request a phone number when signing up for this service, but your number will only work for texts. 

Neither Dialer option has IVR, call transcriptions, or voicemail to text features. You’ll have to string together a bunch of Salesforce add-ons and third-party tools, or you can just get a VoIP solution and integrate it with your Salesforce account. 

If you want to have a business phone number where you can easily log all your phone and text communication in Salesforce — without needing two separate numbers — you’ll need a third-party VoIP service.

Get the best VoIP Salesforce integration with OpenPhone

Salesforce VoIP integration: OpenPhone desktop and mobile apps

The best VoIP Salesforce integrations can typically log calls and sync customer data between your CRM and VoIP app. However, only a few offer more advanced features that can further help you improve the performance of your reps and your business. 

With OpenPhone, you can sync call recordings, voicemails, and texts. It’s one of the few Salesforce integrations that helps you build a true picture of your customer relationships in Salesforce. It’s no surprise that customers have rated us the #1 business phone in customer satisfaction on G2.

Try OpenPhone today and connect your Salesforce dashboard in minutes. Sign up for your free seven-day trial.

FAQs

Does Salesforce have its own VoIP solution?

Yes, Salesforce has a VoIP add-on with its Sales Dialer solution. Sales Dialer is an extremely limited VoIP solution for Salesforce users. It’s only available for Salesforce Lightning, which means Classic users miss out. 

What phone system works best with Salesforce?

The answer is it depends. 

Small businesses might prefer a VoIP phone system that automatically logs calls and syncs contacts with Salesforce so they don’t have to spend too much time in their CRM.

Large contact centers may instead want a phone system that offers deep analytics and additional coaching features.

Does Salesforce have IVR?

No, but you can get access to an IVR with a VoIP phone system.

Does Salesforce have voicemail to text?

Yes, if a business has Service Cloud Voice with Amazon Connect or another partner telephony service. You could also use a third-party VoIP platform and sync your voicemail transcriptions to your Salesforce account. 

Can Salesforce transcribe calls?

Salesforce can transcribe calls with its Einstein Conversation Insights add-on. Pricing for this add-on starts at $50 per user per month. If you’re looking for a more cost-effective alternative, you should look at VoIP services like OpenPhone. 

5/5 - (4 votes)