If you are looking to activate your Salesforce integration with CallHippo, here are the steps you need to follow.

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. Salesforce do not provide it by default with this account type)

Steps to perform for CallHippo.com Integration:

Step 1: log in to your Salesforce account 

Classic theme: copy your salesforce domain from URL:


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Lightning theme: Click on profile icon on top-right of the screen it will open up a dropdown and copy your domain as highlighted in below image.


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The following are the steps to perform for Salesforce Integration:




2. Go to your CallHippo Integrations section and search Salesforce.



3. Click on connect and enter the salesforce domain proceed further.

 


4. The page will ask for the access, click on allow.



5. Now the page will be re-directed to CallHippo integrations page and shows the integration setup.



Functionalities:-

- Call Activities performed with a Salesforce Contact Reflected in your Salesforce Account.

If you have enabled this toggle, All the call activities that are performed on a Salesforce contact through CallHippo will reflect in Salesforce contact’s activity as below


- Sms Activities performed with a Salesforce Contact reflected in your Salesforce Account
If you have enabled this toggle, All the SMS activity will log in to the Salesforce contact’s Activity section.

- Contacts added and updated in CallHippo will reflect in Salesforce

If you have enabled this toggle, then all contacts added in CallHippo will reflect in Salesforce.

- Contacts added and updated in Salesforce should reflect in CallHippo
If this toggle is enabled then all the contacts added in Salesforce would reflect in CallHippo.


- For newly added contacts or existing contacts updated in Salesforce CRM, will sync within CallHippo in 1 Hour. 


Configurations:-

You can also configure which type of call activity will be displayed in the Salesforce activity section from below the Configuration section.





Connected Numbers:- 

You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section.



6. Now you can see the activities of all your Call and SMS activities.




Enable Click to Call: 

Install the CallHippo Click-to-Call Chrome extension from the below link:

https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

 

Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.


 

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