Integrations / Salesforce
Calls logged in Salesforce, leads from missed calls
Log every call to your business number as a completed Salesforce task on the right contact, and turn missed calls from numbers you don't know into leads, so nobody has to type up the phone.
What lands in Salesforce
- Each call as a completed Task on the matching contact, with the subject, duration in seconds, call result, and date.
- The summary and voicemail transcript in the task description, with a link back to Onyx Phone.
- Missed calls from new numbers as Leads, with Lead Source set to Phone.
Matching contacts
The Zap finds the Salesforce contact by phone number. Onyx Phone sends each number in three formats, so it matches however your org stores them. Some orgs only let telephony software set the call type field, so the Zap leaves it alone unless yours allows it.
From missed call to follow-up
Pair the lead Zap with missed-call text-back: the caller hears from you in minutes, and the lead is already in Salesforce for the sales team. Call analytics on Business shows how many calls go unanswered in the first place.
Getting started
- Create a login and pick a plan. Checkout saves a card for the 7-day free trial, and nothing is charged until it ends.
- Confirm your business and its 911 address, and get a local number on the spot. Bringing your own number? You answer on a temporary one while it moves over, for free.
- Choose where calls ring, write what callers hear, invite your team, and register for texting. Then answer in the browser, the iPhone and Android apps, or a desk phone. How it works has the details.
Included on every plan
Starter is $17, Business is $29, Scale is $42 per user a month, or less billed yearly. The plan includes a business number for each user and unlimited calling and texting in the US and Canada. Every plan starts with a 7-day free trial, and moving your current number over is free.
Questions
Is there a Salesforce app to install?
No. The connection runs through Zapier, with the Onyx Phone app's triggers and Salesforce's own Zapier actions.
Does it log outgoing calls too?
Yes. The New Call trigger fires for calls in both directions.
Related
HubSpot
Log every Onyx Phone call on the HubSpot contact's timeline with direction, duration, and outcome, and create callback tasks for missed calls, through Zapier.
Call analytics
See missed-call rate, time to answer, busiest hours, and who answers, for each line over 7, 30, or 90 days. On Business and Scale.
Zapier
Send Onyx Phone calls, missed calls, voicemails, and texts to thousands of apps with Zapier. Triggers fire the moment a call ends. Included on every plan.