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OrcaCall + Salesforce Integration

Manage Your Sales & Support With Easiest CRM Integration

Elevate your sales and support strategies with CallOrca's Salesforce integration. Experience seamless communication with clients directly within Salesforce. All your call activities, texts, call recordings, and voicemails will be automatically logged under “Contacts and Deals.” Sign up today to streamline your CRM process.

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Salesforce Integration Features with CallOrca:

Personalize Every Interaction

Display a customer's Salesforce contact history and information as soon as a call is connected. This feature enables agents to tailor interactions and deliver optimal service.

Boost Agent Productivity

Agents can perform CallOrca actions within Salesforce, saving time and improving efficiency. This removes the need to switch between applications, allowing agents to create activities and update notes directly in Salesforce.

Streamline Agent Workflow

Automated workflows from CallOrca remove the need for manual data entry across systems. Set specific CallOrca events to automatically trigger corresponding actions in Salesforce.

Efficient Data Synchronization

Enjoy real-time synchronization between Salesforce and CallOrca. This ensures agents always have the most current information, enhancing their ability to meet customer needs effectively.

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Make Calls from Salesforce

Efficiently connect with your contacts using Click-to-Dial within Salesforce, courtesy of CallOrca's integration. This feature allows for quick outreach and instant conversations. Monitor any changes in assignments made through CallOrca right within Salesforce.

Track All Your Calling Activities in Salesforce

With the Salesforce integration, keep track of all your call activities either directly in Salesforce or from the CallOrca dashboard. Every call log, message, and activity is meticulously recorded and automatically logged in the activity section of the respective contact. This feature streamlines your workflow by eliminating the need to switch between multiple windows.

Access Call Recordings and Voicemails Easily

Streamline your process by accessing all call recordings and voicemails directly within Salesforce. This integration simplifies your work by providing easy access to these crucial communications, saving time and effort in managing your call data.

Zapier Integration

Zoho CRM Plus

Zoho's CRM Plus Integration enables you to consolidate all your call activities in a single location. By integrating CallOrca with Zoho, you can make calls to your prospects and synchronize all your call-related activities directly from the CRM.

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Zapier Integration

Pipedrive

Zapier Integration allows you to have all your call activity in one place. Integrate CallHippo with Zapier to call your prospects and sync all your calling activities from CRM itself.

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Zapier Integration

Freshdesk

Freshdesk Integration streamlines your call processes by centralizing all call activities. By integrating CallOrca with Freshdesk, you can reach out to prospects and seamlessly synchronize all call activities within the CRM.

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Zapier Integration

Zendesk

Zendesk Integration consolidates your call activities in a single platform. Connect CallOrca with Zendesk to communicate with prospects and sync all call-related activities directly from the CRM.

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Zapier Integration

Slack

Slack Integration brings together all your call activities for efficient management. Integrate CallOrca with Slack to initiate calls to prospects and coordinate all your call activities.

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Zapier Integration

Intercom

Intercom’s Integration offers a unified platform for all your call activities. Incorporate CallOrca with Intercom to engage with prospects and harmonize all call activities within the CRM.

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Zapier Integration

Zapier

Zapier Integration allows you to have all your call activity in one place. Integrate CallHippo with Zapier to call your prospects and sync all your calling activities from CRM itself.

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Zapier Integration

HubSpot

HubSpot Integration provides a comprehensive solution for managing call activities. Merge CallOrca with HubSpot to reach out to prospects and sync all call activities within the CRM.

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Zapier Integration

Groove

Groove Integration enables a consolidated view of your call activities. Link CallOrca with Groove to make calls to prospects and integrate all call activities within the CRM.

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