CRMEnterprise
Salesforce CRM
Bi-directional sync between Callflow softphone and Salesforce Leads, Contacts, Accounts, and Opportunities.
Step-by-Step Setup Guide
1
Install the Callflow OpenCTI package from Salesforce AppExchange.
2
Authorize your Salesforce production or sandbox instance via OAuth 2.0.
3
Configure Call Disposition to Salesforce Task mapping.
4
Enable click-to-dial on standard Lead and Contact page layouts.
Bi-Directional Data Synced
Call duration and timestamps
Call recording audio links
Rep notes and dispositions
Lead stage updates
Real-Time Webhook Events
call.completedrecording.syncedtask.createdcontact.updated