FAQ and support documentation for CallPage

     

Salesforce is the world's leading CRM software and enterprise cloud ecosystem. The Salesforce Customer Success Platform can help your business grow into a more streamlined, effective, and efficient organisation across sales, service, marketing, and more.

CallPage and Salesforce: what do you gain?

 

If you integrate Salesforce with CallPage, your leads will be automatically redirected from CallPage widget to Salesforce. Each lead will be saved as a new contact. You will no longer have to log on to CallPage panel so you will save a lot of time! 

 

The process of integration takes only 5 minutes.

 

 

Step 1: Go to customer panel in CallPage.Choose widgets, and then edit the widget.

 

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Step 2: Go to Integrations tab and create a new integration.

 

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Step 3: Choose Salesforce from the list of available integrations. Now you have to install Salesforce package (Step 4). After you do this, go back to CallPage customer panel and press Authenticate with Salesforce.

 

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Step 4: Choose for whom you want to install Salesforce package and press Install.

 

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Step 5: Your integration is almost ready! Now just allow access to confirm this integration.

 

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All leads you receive will be automatically redirected from your CallPage account to Salesforce.

 

We hope that you will enjoy working with our widget!

 

Should you have any questions regarding CallPage don't hesitate to contact us. 

We will help you immediately!



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