How to Integrate Your Salesforce Account with KrispCall?

Integrating your Salesforce account with KrispCall is a game-changer for businesses looking to streamline their telephony and sales workflows.

This powerful integration allows you to manage your customer interactions more efficiently, ensuring that every call, message, and update is tracked and accessible within Salesforce. Whether you’re handling inbound calls, managing leads, or monitoring customer support, linking KrispCall with Salesforce brings everything into one unified platform.

In this guide, we’ll walk you through the steps to connect KrispCall with Salesforce. With this integration, your team will have all the information they need to provide seamless, personalized service, leading to improved customer satisfaction and better sales outcomes. Let’s get started!

Benefits of Integrating Your Salesforce Account with KrispCall

There are several benefits you can get when you integrate your Salesforce account with KrispCall. Here are some of the key benefits:

1. Automate Simple Tasks

The integration of KrispCall with Salesforce CRM significantly reduces the need for manual input by automating routine tasks such as lead, contact, and account entries. This automation ensures that customer data is accurately captured and updated in real-time.

By automating these repetitive processes, your team can focus on higher-value tasks that require strategic thinking, such as closing deals or nurturing client relationships. This leads to greater productivity and a more efficient workflow, allowing staff to spend less time on administrative tasks and more on customer-centric activities.

2. Enhance Flexibility in Customer Interactions

With the KrispCall and Salesforce integration, your team gains increased flexibility in managing customer calls and interactions. Whether your agents are in the office or working remotely, they can access the Salesforce platform and handle communication seamlessly from any location.

This flexibility ensures that no customer inquiry goes unanswered and that support teams can maintain high-quality service regardless of where they are working. The integration empowers your workforce to deliver consistent, on-the-go support, improving customer satisfaction and responsiveness.

3. Boost Sales and Marketing Effectiveness

KrispCall’s integration with Salesforce provides your team with a complete, 360-degree view of each customer interaction. By having access to both communication data and CRM information, you can fine-tune your sales and marketing strategies based on real-time insights into customer behavior and preferences.

This deeper understanding of customer touchpoints allows you to tailor your outreach efforts, whether it’s sending targeted marketing campaigns or personalizing sales pitches. With this integration, you can optimize every step of the sales funnel, leading to improved conversion rates and a more effective marketing strategy.

4. Centralize Workflow Management

The KrispCall and Salesforce integration helps centralize workflow management, ensuring that your team has access to the most up-to-date customer information and communication records. This eliminates the need for multiple systems or platforms, making it easier to coordinate and collaborate efficiently.

With all relevant data in one place, your team can respond quickly to customer inquiries, collaborate on sales opportunities, and keep everyone aligned on key tasks. Centralizing workflows increases transparency, reduces miscommunication, and enhances overall team efficiency, leading to smoother operations and a more synchronized team.

5. Boost Agent Efficiency

By integrating KrispCall with noCRM.io, all contact information is automatically synced between the two platforms. This eliminates the need for manual data entry and ensures that agents have immediate access to up-to-date customer details right at their fingertips.

With this streamlined flow of information, agents can act on leads without delay, responding quickly and efficiently. The integration helps them maintain a structured approach to customer interactions, improving both their productivity and the quality of service they deliver.

How to Integrate Your Salesforce Account with KrispCall?

To set up the integration between your Salesforce account with KrispCall, you can follow the steps outlined below:

Step 1: Log in to the KrisCall account and go to Settings.

Step 2: In the Settings section, look for the Integration option under App Settings. Simply click on Integrations to proceed.



Step 3: After clicking on the Integration option, all available tools are listed. To integrate Salesforce from KrispCall, click on the connect button below Salesforce.



Step 4: Once you click the connect button, you will be redirected to the Salesforce integration page. Click on the " Allow" option to proceed.



Step 5: After being redirected, enter all of the necessary information. If you don’t have an account, create one. Once created, you'll be directed to the integration connection page.


Step 6: After this, a successful CRM integration notification will appear, and Salesforce will be listed among the active integrations in KrispCall.

Integration Setting

Once Salesforce is integrated with KrispCall, users can toggle various settings on and off. Let's start with the general settings.

General Settings

In the three-dot menu for active integration, you have two choices: edit or delete.

- Selecting edit reveals a new array of settings.

- The general settings page is the first to appear once you click on the edit option.

Under general settings, there are now 3 settings options available.

Create new contacts for calls: This option adds new contacts to the address book in Salesforce. It is used for one-way contact sync. Contacts created in KrispCall should be synced to Salesforce if the toggle is on.

Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Salesforce and vice versa. This option is used for two-way contact sync, where contacts created and updated in KrispCall should be synced to Salesforce and vice versa when the toggle is on. Also, after toggling on/off, the old contacts present in Salesforce and KrispCall should be synced with each other.

Noted logging: This option enables the syncing of notes created during calls or in the conversation box to Salesforce. If this button is toggled off, notes will not be synced to Salesforce.

Workflow Settings

The workflow settings can be found immediately following the general settings. Simply click or hover your mouse pointer to reveal the available options. Currently, there are five distinct settings available under the workflow section.

Log outgoing answered calls as Calls(engagements)/ Disabled: When set to disabled, the record of outgoing answered calls will not be saved or synced. However, when set to Calls(engagements), the record will be successfully saved and synced.

Log outgoing unanswered calls as Calls(engagements)/ Disabled: Setting this to disabled means the record of outgoing unanswered calls will not be saved or synced. Conversely, selecting Calls(engagements) ensures that the record will be saved and synced.

Log incoming answered calls as Calls(engagements)/ Disabled: If disabled, the record of incoming answered calls will not be saved or synced. On the other hand, choosing Calls(engagements) will guarantee that the record is saved and synced.

Log incoming unanswered calls as Calls(engagements)/ Disabled: When set to disabled, the record of incoming unanswered calls will not be saved or synced. However, selecting Calls(engagements) will ensure that the record is saved and synced.

Log voicemails as Calls(engagements)/ Disabled: By choosing disabled, the log of voicemails will not be saved or synced. In contrast, selecting Calls(engagements) will ensure that the log is saved and synced.

Log and assign an unassociated number as Do not log unassociated number/contact/lead: By selecting a contact, the log of the new number will be saved to the contact. Choosing a lead will save the call log to the lead. Finally, selecting do not log unassociated numbers will prevent the call log from being saved to Salesforce.

Connected Numbers

The connected numbers setting can be found immediately following the workflow settings. Simply click or hover your mouse pointer to reveal the connected numbers option.

Currently, there is just one available choice under connected numbers.

Log phone calls for these phone numbers: This option displays a list of your purchased numbers. It ensures that the call logs for the selected numbers are exclusively saved in Salesforce.

Updated on: 20/11/2024