Your Salesforce integration.

Simplify your sales with a seamless connection between your
SalesForce and AnswerForce accounts.

Answerforce x Salesforce

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.

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The Trigger
Call answered

Call answered

The receptionist takes a call and logs the caller's information in our system.

The Action
Data received

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.

Why integrate with 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.

One click away salesforce

In our customers’ words.

Frequently asked questions.

  • 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.

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