How the Salesforce integration works?
- New Lead will be created whenever there is an incoming call on MyOperator.
- Leads are created with auto filled details.
- Under “Open Activities” you will get the details about duration and recording URL of the Call.
- Activities are created once lead is formed for any incoming or outgoing calls are done.
- Client can make an outgoing call and the data about that call will get sync under “Open Activities”.
- No Live Call POP up comes after integration in sales force whenever there is a call landing up to MyOperator.
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Process: When Incoming calls land to the MyOperator Panel, post integration Lead is created. If client calls first time to the service number it will create a Lead , if client calls second time it will create an Activity and process goes on if ...
What are the prerequisites for setting up the Salesforce CRM integration?
Prerequisites: Client Need to provide the Sandbox Credential for Salesforce We need Myoperator credentials as well for testing.
Can we Integrate MyOperator with Zoho CRM?
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Installation Guide | How To Integrate Leadsquared CRM with MyOperator
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How a webhook works?
The following image can explain how a webhook work. Now lets see what are the steps to be followed: 1. Login to your MyOperator panel and click on “Manage” at the top. 2. In the funtionality section click on “API integration”. 3. From the left list, ...