KrispCall x Salesforce

connect with customers & increase sales

Connect KrispCall’s AI-powered cloud phone system with Salesforce CRM to keep calls, messages, and customer activity connected.

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krispcall salesforce mobile

Salesforce Integration Overview

Salesforce Integration for Increased Functionality of KrispCall Cloud Phone

Bring all your customer conversations into Salesforce and supercharge your sales performance with a fully integrated calling and messaging system.

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One-Click Calling & Messaging

Call or text contacts directly from Salesforce with a single click. Instead of switching between different tools, instantly connect with your customers from a single dashboard.
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Real-Time Note Sync

Notes taken during calls are synced automatically into the right Salesforce record. Maintain the accuracy of every detail and never lose key points during meetings.
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Instant Access to Call Logs

Every call, message, and voicemail is saved in Salesforce. Access to the entire interaction history without leaving the platform.
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Smart Notifications

Get real-time alerts for incoming calls and voicemails inside Salesforce. Stay on top of your pipeline and never miss a sales opportunity.

Close More Deals with KrispCall and Salesforce Integration

Make smarter calls, respond faster, and manage leads with ease. KrispCall and Salesforce combine to streamline outreach and keep your team aligned, responsive, and results-driven.

Initiate Calls Instantly Within Salesforce

With Click-to-Call enabled, your team can start calls right from Salesforce with a single click. KrispCall auto-fills the contact’s number into the dialer, making the process smooth and instant.

Every call is logged automatically to the right lead or contact. This saves time, increases call efficiency, and keeps all your conversation data organized in one place.

Send Texts Without Leaving Salesforce

Send SMS messages directly from a contact inside Salesforce. Simply type and send without needing to switch tabs or copy phone numbers. Each message is saved automatically under the associated contact.

Your team can easily track conversation history, stay organized, and maintain a clear view of interactions. It’s ideal for quick updates, confirmations, or follow-ups.

Two-Way Sync for Accurate Contact Management

Keep customer records accurate with KrispCall’s one-way and two-way contact sync. Any updates made in Salesforce or KrispCall are reflected in real-time across both platforms, saving time and eliminating the need for manual entry.

This integration helps your team respond faster with the most up-to-date information. These consistent contact data lead to better customer interactions and fewer interaction gaps.

Quick Access to Call Recordings and Voicemails

All customer calls and voicemails are automatically recorded and linked to the correct record inside Salesforce. Whether it’s a sales follow-up or a support call, your team can easily replay past conversations to retrieve key details.

Having access to voice records directly within your CRM helps avoid misunderstandings, improves training, and ensures nothing important slips through the cracks during follow-ups.

Log Notes in Real Time

Take notes during live calls or after they end, and KrispCall syncs them automatically to Salesforce. The notes appear under the correct contact or lead, so you never lose track of important details.

This feature helps teams stay aligned, especially during follow-ups. With real-time syncing, your CRM stays updated and your team stays informed.

Benefits of Integrating Salesforce with KrispCall

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All Conversations in One Place

View every call, SMS, voicemail, and note directly in Salesforce, linked to the right lead or contact. No more switching tabs or losing track of important interactions.
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Faster Follow-Ups

Instant alerts for calls and messages help your team respond quickly. Stay ahead of customer expectations and never miss a chance to connect.
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Smarter Tracking

All calls, notes, and tags sync automatically, giving your team full context before every interaction. This makes follow-ups easier and more personalized.
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Clean, Synced Contact Data

Two-way contact sync keeps your records accurate across both platforms. Your team works with the latest information, reducing confusion and saving time.

Improving Sales, Marketing, and Remote Work Efficiency

Sales Team

Track every call, message, and note within Salesforce for better follow-ups and deal progression.
Use click-to-call and SMS features to connect with leads instantly.
Access full interaction history to personalize outreach and close deals faster.
Get real-time updates on inbound and outbound calls, never to miss a lead.
Automatically sync all activity under the correct lead or opportunity for a clear pipeline view.
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Marketing Team

Sync contact data and engagement logs to run targeted campaigns with confidence.
Use interaction history to identify qualified leads and hand them off smoothly to sales.
Track which campaigns drive the most calls and engagement through Salesforce reports.
Tag and organize leads based on call insights for better audience segmentation.
Keep outreach coordinated across channels with synced call and SMS logs.
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Remote Team

Access shared client details anytime to stay connected from anywhere.
Collaborate using shared phone numbers to provide consistent service.
Automatically log calls for easy reference and better organization.
Maintain a uniform client experience with real-time updates across the team.
Stay informed with instant notifications for calls, messages, and voicemails.
Ensures seamless access to CRM data during calls, enhancing efficiency for remote team members.

Integrate Salesforce with KrispCall easily

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1
Log in to the KrispCall

Go to your KrispCall account and go to “Settings.”

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2
Navigate to Integrations

Under App Settings, click on “Integrations” and search for Salesforce from all available CRM options.

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3
Integrate Salesforce with KrispCall

Click on the “Connect” button below Salesforce. A pop-up window will appear asking for your permission to access certain information. Click “Accept” or “Reject” based on your needs.

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4
Complete the Integration

Click on the “Accept” button. A confirmation message will appear, and Salesforce will now be displayed under active integrations.

Complete the Integration of KrispCall and Salesforce
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Frequently Asked Questions

Didn’t find the Answer you were looking for? Visit our Help Center or Contact Support

Yes, you can start calls instantly with a single click from Salesforce after integrating with KrispCall. You don’t need to dial numbers manually or switch apps.

Yes, all of the calls and messages get automatically logged in Salesforce. No need for additional steps to keep your data updated.

No, you don’t need any additional software to use KrispCall and Salesforce integration. You only need a KrispCall account and a Salesforce account to get started; everything else works smoothly once connected.

Yes, by integrating KrispCall with Salesforce, you can directly send SMS from Salesforce. And every message gets stored for future reference.

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