KrispCall x Salesforce
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.
One-Click Calling & Messaging
Real-Time Note Sync
Instant Access to Call Logs
Smart Notifications
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
All Conversations in One Place
Faster Follow-Ups
Smarter Tracking
Clean, Synced Contact Data
Improving Sales, Marketing, and Remote Work Efficiency
Sales Team

Marketing Team

Remote Team

Integrate Salesforce with KrispCall easily
Log in to the KrispCall
Go to your KrispCall account and go to “Settings.”
Navigate to Integrations
Under App Settings, click on “Integrations” and search for Salesforce from all available CRM options.
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.
Complete the Integration
Click on the “Accept” button. A confirmation message will appear, and Salesforce will now be displayed under active integrations.
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.