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About

With this integration, you will now be able to make phone calls using VOCPhone in Salesforce CRM and Import your Salesforce contacts in the Vocphone portal.

Prerequisite/Requirement

  • Integrated Salesforce in VOCPhone Marketplace.

  • You have to install the Package App from Salesforce “VOCPhone Apps“ in your salesforce account.

  • You have to set the user(extension) that your Salesforce account will use to make phone calls.

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Setup

Input your salesforce domain

After clicking the Proceed button, you need to input your salesforce domain. Every salesforce account has their domain.

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Click Allow to proceed to the integration.

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You should see a success message and Click the Install Salesforce VOCPhone Apps button.

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You can also install the app later by clicking the gear button inside the salesforce box then click Install App Package.

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Installing the Salesforce App

After clicking the Proceed button, you will have to login to your HubSpot account. If you have multiple accounts, you will have to choose where to integrate vocphone.

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