Smarter calls, natively in Salesforce
Enhance your Salesforce workflows with Voiso’s seamless cloud calling integration. Voiso embeds powerful contact center features directly into Salesforce, enabling your sales and support teams to handle calls more efficiently, track interactions effortlessly, and drive more meaningful conversations — all without switching platforms.
What you can do
with Voiso & Salesforce
Real-time caller ID & contact pop-ups
When a call is made or received in Voiso, the contact’s Salesforce record is instantly displayed — showing relevant details such as previous interactions, call notes, and case history.
This real-time visibility allows agents to provide personalized interactions, resolve issues faster, and build stronger relationships without having to search for information manually.
Smarter dialing.
Better results.
Power your outbound campaigns using Salesforce contact lists and Voiso’s AI-driven tools. Launch AI Predictive Dialer campaigns to boost connection rates and reduce downtime.
With Answering Machine Detection, agents skip voicemails and focus only on live calls. Add Local Caller ID to match each call with a familiar regional number — improving answer rates and building trust.
All outbound activity is tracked and logged in Salesforce, keeping your team productive and your data complete.
Instant click-to-call in Salesforce
Eliminate manual dialing errors and inefficiencies—simply click a contact’s phone number in Salesforce to start a call instantly.
This seamless integration allows agents to move quickly between leads and customer inquiries, ensuring they stay engaged and responsive without leaving the Salesforce interface.
Enrich call logs with AI insights
Every call is automatically logged in Salesforce, complete with timestamps, duration, outcomes, and agent notes.
Each call is enriched with a recording, along with AI-powered transcriptions, conversation summaries, and sentiment scores. This creates a detailed, searchable record of every interaction — reducing manual effort while giving teams full visibility into customer conversations.
FAQs on Voiso x Salesforce integration
What does the Voiso integration for Salesforce do?
It brings Voiso’s advanced voice features—like AI-powered dialing, click-to-call, and automated logging — directly into Salesforce, so your team can manage all calls without leaving the CRM.
Can I make calls directly from Salesforce?
Yes! Voiso’s softphone is embedded in Salesforce. Just click a number to initiate a call instantly—no need to switch platforms or use external tools.
Are call activities automatically logged in Salesforce?
Absolutely. Each call is logged with details like duration, outcome, notes, and AI-powered summaries, transcriptions, and sentiment analysis.
Is the integration compatible with Salesforce Lightning?
Yes. The Voiso integration works seamlessly with Salesforce Lightning, providing full functionality within the modern interface.
Can I use Voiso’s dialer with Salesforce contacts?
Yes, you can launch AI Predictive and Progressive Dialer campaigns using your Salesforce contact lists to improve connection rates and agent efficiency.
Are call recordings stored in Salesforce?
Call recordings are stored in Voiso and linked within Salesforce. They can be accessed alongside the contact record, providing full visibility into past interactions.
How do I get started with the Salesforce integration?
You can follow our step-by-step setup guide to connect Voiso with your Salesforce environment.