How the Salesforce integration works?

How the Salesforce integration works?

  1. New Lead will be created whenever there is an incoming call on MyOperator.
  2. Leads are created with auto filled details.
  3. Under “Open Activities” you will get the details about duration and recording URL of the Call.
  4. Activities are created once lead is formed for any incoming or outgoing calls are done.
  5. Client can make an outgoing call and the data about that call will get sync under “Open Activities”.
  6. No Live Call POP up comes after integration in sales force whenever there is a call landing up to MyOperator.

    • Related Articles

    • What is the Salesforce integration Process with MyOperator?

      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?

      Yes,We can integrate MyOperator with Zoho CRM. -Zoho CRM -Zoho One -Zoho Bigin -Zoho Desk Zoho Sales CRM is the end-to-end customer engagement suite with all the sales, marketing, and support apps your customer-facing teams need to engage across ...

    • Installation Guide | How To Integrate Leadsquared CRM with MyOperator

      Objective User can initiate click to call from CRM Popup notification for every incoming/outgoing call will be initiated Lead/activity will be created for every call Prerequisite Enable Webhook inCall and Webhook AfterCall Enable click2call Mobile ...

    • 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, ...