Call and text leads, save contact notes, and close more deals.
Get startedLinks
WebsiteSupportCall and text leads, save contact notes, and close more deals.
💬
Maintain a single source of truth by automatically logging OpenPhone activity to the relevant contact in Salesforce.
📒
View Salesforce information directly in OpenPhone and ensure that caller ID always shows your contacts’ names and profile photos when they call or text.
📲
Quickly start OpenPhone calls with a click from directly within Salesforce — no copying and pasting numbers necessary.
Salesforce is among the most popular CRMs in the world. Once connected with your OpenPhone workspace, you can toggle auto-logging of call activity, messages, recordings, and voicemails from within OpenPhone’s settings for any number(s) you want.
And by syncing your Salesforce contacts with OpenPhone, you’ll get instant caller ID for every contact you have in Salesforce.
Follow these steps to connect Salesforce with OpenPhone:
Automate your workflow by connecting 5,000+ tools to OpenPhone through Zapier.
Send real-time notifications of events occurring in your OpenPhone workspace to other applications.
Extract valuable insights from your team’s calls to close more deals.
Automate your workflow by connecting 5,000+ tools to OpenPhone through Zapier.
Send real-time notifications of events occurring in your OpenPhone workspace to other applications.
Extract valuable insights from your team’s calls to close more deals.
Build better relationships by syncing contacts and interactions with your CRM.
Automate your workflow by connecting 5,000+ tools to OpenPhone through Zapier.
Send real-time notifications of events occurring in your OpenPhone workspace to other applications.
Extract valuable insights from your team’s calls to close more deals.
Build better relationships by syncing contacts and interactions with your CRM.
Start calling and messaging in minutes.
Resources
From the blog
© 2023 OpenPhone Technologies, Inc. All rights reserved.