JustCall Integration with Salesforce

JustCall enables you to call and text your Salesforce contacts and leads. It is also possible to track all your calling and texting activities on the Salesforce dashboard. Here all the activities get logged against your contacts. It offers the fastest solution for phone support. You can start making and receiving calls in less than 5 minutes with JustCall. 

In this post, we cover what is JustCall, what are features of JustCall, and how to integrate Salesforce and JustCall. 

What is JustCall?

JustCall is a cloud-based phone system designed for businesses of all sizes that were created to serve the purpose of handling the call and SMS needs of your sales teams for conversational commerce, customer support departments, and remote employees. It can improve the productivity of your sales rep by closing more deals and keeping customers happy. Businesses use JustCall to change the way of doing business.

JustCall Provides You With the Subsequent Key Features:- 

• Access to local numbers from 50+ countries.
• Browser and auto-dialer.
• Multi-device compatibility.
• Call Forwarding, tracking, and recording.
• Real-time call monitoring.
• Barging and whispering.
• Appointment scheduler.

How to Integrate JustCall Integration with Salesforce?

Step 1:– You will go to JustCall browser.  And Sign Up the account if you’ve got an account on JustCall then you may go on to the login page and so login to your account.

JustCall doesn’t provide any demo account so firstly you may add card details for access JustCall feature. Once you are added to the card then you’ll integrate with Salesforce.

Step 2:– Once you need to login then Head over to Integrations.

Step 3:- Click on the Integrate button under Salesforce.

Step 4:- Then you’ll be redirected to the Salesforce portal. Then allow the request from JustCall. You’ve to click on the Allow button to permit the request.

Step 5:- You’ll see that Salesforce integration is going to be listed under “Active Integrations”.

Salesforce Phone Integration allows you to simply make/receive calls, send/receive text messages straight from Salesforce. We log Task/Case for your calling and texting activities.This feature allows you to route incoming calls intelligently. 

Step 6:- To enable this feature click on the gear icon in front of the Salesforce label>>checkbox the advanced setting ‘Intelligent Incoming Call Routing’.

Now you’re able to Use the JustCall feature in your Salesforce.       

Step 6:- Add the JustCall Chrome extension in your chrome to make calls directly from your browser without having to pick up your phone.

Step 7:-  Now you will go to the Salesforce org and open contacts then you will see the call and text button with an icon next to every phone number.

Step 8:- Click on the call and text button icon then a popup will appear where you’ll see a Box where you’ll see call log, dial pad, Chatbox, and history. Using that you can chat and call with that person easily.

Step 9:- If you want to see Call and SMS Logs then you have to go to the Task Object there you will see automatically created tasks and all details of related records.

Pricing Details

JustCall is a cloud-based phone system that improves your sales rep’s productivity so that you stay ahead of the competition. It is easy to set up and requires no IT support.  It enables the reps to close more deals and keep customers happy. It has emerged as a clear choice for Contact Centre Software for both small and medium businesses. It offers the fastest solution for phone support. You can start making and receiving calls in less than 5 minutes with JustCall. Also, you can record, track, analyze, and improve calls in real-time and set up SMS workflows & trigger-based responses.

If you wish to stay ahead of the competition, then improve the productivity of your sales reps by integrating Salesforce with JustCall, get in touch with the expert team of Cloud Analogy, and entrust them as your Salesforce integration partner to offer top-notch Salesforce Integration Services to cut costs and better manage assets.