How to integrate CallHippo with Salesforce?

The customer should have one of the below edit subscriptions in order to integrate Salesforce with Callhippo:

Enterprise Edition

Unlimited Edition

Developer Edition

Performance Edition

Professional Edition (The API should be enabled. Because they do not provide it by default with this account type)


Steps to perform for CallHippo.com Integration:

Step 1. Log in to your CallHippo account.

Step 2. Go to the left sidebar menu of your dashboard and click on Integrations.

Step 3. Select Salesforce and click on Integrate.





 



Step 4. You will be redirected to the setup page. Now click on Connect your Salesforce button.









Step 5. Enter your Salesforce username and password and click on the Login button. 







Step 6. Your Salesforce account is connected now. Click on the Next button to continue the integration.



Step 7. In the next step, select your default user for call activity. Please make sure the default user has the rights to add call activity in your Salesforce contacts (If your calling agent ID is not matched with any Salesforce User ID. We will send call activity with the default user)





Features provided with Salesforce integration:

1 Your all existing contacts and leads (with at least one phone number) will be synced with CallHippo.



2 Whenever you update or add a new contact or lead in Salesforce, it will automatically sync to CallHippo within an hour.



3 Whenever your agent makes a call to Salesforce contact or lead with CallHippo dialer, Call log activity will be synced to your Salesforce contact activity. 



4 Whenever an SMS sent to Salesforce contact or lead with CallHippo dialer SMS log will be synced to your Salesforce contact detail page.











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Updated on: 11/04/2022