Simplify your sales with a seamless connection between your SalesForce and AnswerForce accounts.
AnswerForce + Salesforce
How does the integration work?
The Salesforce AnswerForce integration allows your virtual receptionists to pass information from your AnswerForce account directly into your sales software.
See incoming caller data appear in Salesforce in real time. Follow up faster and sell smarter with the latest lead info.
The Trigger
Call answered
The receptionist takes a call and logs the caller's information in our system.
The Action
Data received
The information automatically appears in your Salesforce account.
Why integrate with Salesforce?
Follow up faster
Streamline the sales funnel with the latest leads in your Salesforce account.
Finalize invoices faster
Every second you save on data entry adds up to more time for winning more jobs.
Schedule jobs on the move
Engage leads and customers with data you can trust. Know the latest leads are in Salesforce.
You’re just one click away.
1
Choose your integration
Go to AnswerForce App > Advanced Settings > Integrations > Salesforce.
2
Activate it
Enter your Salesforce username and password.
3
We'll take care of the rest
Enjoy a seamless connection between your AnswerForce and Salesforce accounts.
What kind of information can I get in my Salesforce account using this integration?
You can get a range of information in your SalesForce account, including caller contact details, the purpose of their call, and even appointment details if they've requested an estimate/more clarity on a job. We work with you to define the information you need our receptionists to capture. That means you get the information you need in the channels you're familiar with.
Can my receptionists assign contacts to existing Salesforce campaigns?
Yes. We work with you to set up specific fields within your AnswerForce account.
How does the integration work?
The integration connects AnswerForce with your Salesforce account. After taking a call, your virtual receptionists record all the call information in the AnswerForce software and send it to you via email, SMS and the app. With the integration active, that information is also sent to your Salesforce CRM, where it appears in the fields you specified when setting up the integration.
Can I customize the information I receive?
Yes. You can designate the fields you want the integration to populate in your Salesforce account upon setup.
