CloudTalk CTI for Salesforce

Highlights

• 🌍 160+ Country Global Reach Local numbers in 160+ countries & crystal-clear quality with a global carrier network. Integrity360 Tripled SDR Pickup Rates with CT + Salesforce using local numbers: https://www.cloudtalk.io/customer-stories/integrity360
• ⚙️ Auto-Log Calls, SMS and Whatsapp Activities Automatically log inbound/outbound calls, SMS and Whatsapp messages as Salesforce Tasks. Capture recordings, tags, and notes instantly.
• 📞 Native Lightning CTI & Click-to-Dial Embed CloudTalk directly into the Utility Bar. Make calls with one click from any Salesforce record without leaving your tab.
• ⚡ Power or Parallel Dial from Salesforce Lists Import Salesforce Campaign members or filtered List Views directly into CloudTalk AI Sales Dialer campaigns to 10x connect rates.
• 🎯 Native Cadence Branching Full support for Salesforce Sales Engagement. Automatically move prospects to new Cadence branches based on CloudTalk call dispositions.
• 🤖 Trigger Flows & Automations Fire Salesforce workflow automations via API based on call activities. Update fields, create cases, or trigger alerts automatically.
• 🔁 Data-Driven Routing & Screen Pop Route calls based on Salesforce contact owner or VIP status. See the full Customer Contact Card immediately upon inbound ringing.
• 👂 Live Coaching & Monitoring Listen in on active calls, whisper to agents, or barge in to save deals. Monitor service levels with real-time dashboards inside Salesforce.
• 🧠 Einstein Conversation Insights Feed voice data to Salesforce Einstein AI. Analyze sentiment, spot keywords, and coach reps using native Salesforce intelligence.