Salesforce

CRM 提供元: Salesforce Inc 検証済み

Connect Cliqtel to Salesforce to automatically log inbound and outbound calls as Task records. Get instant screen pops when a known contact calls, and sync call dispositions, duration, and recordings directly into Salesforce.

対応: Enterprise, Unlimited, Developer。
OAuth で接続 アクセス Salesforce Inc →

機能

接続方法

1
Connect your Salesforce account
Click Connect below to authorize Cliqtel with your Salesforce org via OAuth.
2
Configure call logging preferences
Choose which call types to log (inbound, outbound, missed) and select default task fields.
3
Enable screen pop (optional)
Install the Cliqtel Salesforce package to enable caller screen pops in the Service Console.
4
Test with a call
Make a test call and verify the Task record appears in Salesforce with correct details.

要件

API 連携

この連携は OAuth 経由で接続します。SIP トランク設定は不要です。

認証方式
oauth
タイプ
API / Webhook

セットアップ後チェックリスト

  • OAuth connection shows Connected in Cliqtel portal
  • Test call creates a Task record in Salesforce
  • Call duration and direction logged correctly
  • Contact matching works for known numbers

Salesforce + Cliqtel: ユースケース

Click-to-call from Salesforce

Turn any phone number in Salesforce into a clickable call button. Cliqtel originates the call through your SIP phone and logs it automatically to the contact record.

Inbound screen pop

When a customer calls your Cliqtel number, their Salesforce record opens automatically for your agents — no lookup, no delay.

Automatic call logging

Every call is logged back to Salesforce with call direction, duration, outcome, and recording URL (if enabled). No manual data entry.

Frequently asked

Salesforce 連携 — FAQ

How do I connect Cliqtel to Salesforce?
Click Connect on this page, authorize Cliqtel in Salesforce via OAuth, and pick which users should have calling enabled. Setup takes under 5 minutes.
Does Cliqtel work with my version of Salesforce?
Cliqtel supports all current and recent versions of Salesforce. Check the supported versions list above or contact support if you're running an older release.
How much does it cost to use Cliqtel with Salesforce?
Cliqtel has no setup fees, no monthly platform fees, and no channel limits. You pay only for the DID numbers you rent (from EUR 1.49/mo) and the minutes you use. See our pricing page for details.
Can I use my existing phone numbers?
Yes. Cliqtel supports porting for most countries. Contact support with your existing numbers and we'll check portability and timelines (typically 5-10 business days).
Will call events automatically log to Salesforce?
Yes. Every inbound and outbound call is logged as a Call/Task/Activity in Salesforce with duration, direction, and outcome. Recordings (if enabled) are linked to the record automatically.

他の CRM 連携

HubSpot
HubSpot
Sync Cliqtel calls to HubSpot as engagements with automatic contact matching.
 Zoho CRM
Zoho CRM
Connect Cliqtel to Zoho CRM for automatic call logging and click-to-call.
 Pipedrive
Pipedrive
Log Cliqtel calls as Pipedrive activities linked to deals and contacts.
 Dynamics 365
Dynamics 365
Sync Cliqtel calls to Microsoft Dynamics 365 as Phone Call activities.

Salesforce に接続する準備はできましたか？

OAuth で Salesforce アカウントを数秒で接続できます。通話データは自動的に同期されます。

OAuth で接続 すべての連携をブラウズ