Customer should have one of the below edition subscription 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)
Log in to your CallHippo account.
Go to the left sidebar menu of your dashboard and click on Integrations.
Select Salesforce and click on Integrate.
- You will be redirect the setup page. Now click on Connect your Salesforce button.
- Enter your Salesforce username and password and click on the Login button.
- Your Salesforce account is connected now. Click on the Next button to complete the integration.
Note: Call log activity will only send to Salesforce if Callhippo user(Caller) and Salesforce user’s account email are same and user has the rights to add task/activity to the cotnact in salesforce.