Salesforce Integration: Efficient Customer Data Management and Automation
With the Salesforce integration from smao, call data is automatically transferred to your Salesforce CRM, allowing you to access complete, up-to-date customer information at any time. By automating call processes, you can save valuable time for your sales and support teams and increase customer satisfaction.
Key Features & Benefits
Automatic Call Data Synchronization: All call details are transferred to Salesforce in real-time.
Custom Data Collection: Gathers all relevant conversation data and links it to existing customer records.
More Efficient Tracking: Automate follow-ups and updates directly in the Salesforce system.
GDPR Compliant: Secure data transfer with HTTPS and storage on EU servers.
How to Set Up the Integration
Go to the integration area in the smao dashboard.
Select Salesforce as the target system.
Connect your Salesforce account with smao via the API.
Test the connection and start the synchronization.
Why Salesforce & smao?
Connect your customer data with smao telephony and automate sales and support processes directly in Salesforce – for faster decision-making and greater efficiency.
Set up Salesforce Integration now and seamlessly synchronize customer data!