Expert 3CX-Salesforce Workflow Integration
Budget: $750 – $1,500 USD
I want our existing 3CX phone system to be integrated with Salesforce Sales Cloud so that every touchpoint is automatically captured and acted upon.
Key objectives
• Call logging and recording: each inbound and outbound call must create or update the correct Salesforce record, and store accurate duration and agent notes. Must work with custom object
• Work with Sales Engagement
Acceptance criteria
1. One-click screen-pop in Salesforce when a call arrives.
2. Follow-up tasks/emails fire automatically according to our documented rules, and a success log appears in Salesforce.
3. Data stays in sync, even during simultaneous edits.
Only experienced developers will be considered.
Key objectives
• Call logging and recording: each inbound and outbound call must create or update the correct Salesforce record, and store accurate duration and agent notes. Must work with custom object
• Work with Sales Engagement
Acceptance criteria
1. One-click screen-pop in Salesforce when a call arrives.
2. Follow-up tasks/emails fire automatically according to our documented rules, and a success log appears in Salesforce.
3. Data stays in sync, even during simultaneous edits.
Only experienced developers will be considered.