Salesforce CRM Integration with WaveTel Business

Turn every call into actionable insight, directly inside Salesforce.

Connect your WaveTel Business phone system with Salesforce CRM to streamline customer communications and boost team productivity. Make and receive calls, automatically log every interaction, and manage contacts without leaving Salesforce.

Eliminate manual call tracking, automate everyday workflows, and give your sales and support teams a complete, real-time view of every customer conversation.

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Key Benefits of Wavetel VoIP Integration with Salesforce CRM

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    Communication Efficiency

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    Increase Sales & Marketing

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    Lead Management

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    Centralised Call Data

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    Strengthen Team Collaboration

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Communication Efficiency

Eliminate time wasted on manual dialling and call logging. Click to call and automatic call records allow your team to focus fully on meaningful conversations inside Salesforce CRM.

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Increase Sales & Marketing

Automatically logged interactions and synced contacts help teams respond to leads faster and follow up with confidence. Better visibility into call activity supports stronger engagement and higher conversion rates.

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Lead Management

Call data and lead details sync seamlessly between WaveTel Business and Salesforce CRM. Your team can prioritise the right prospects, track progress accurately and move deals forward more efficiently.

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Centralised Call Data

All calls, notes and customer interactions are stored directly within Salesforce CRM. Having one reliable source of information reduces errors and makes it easy for teams to access the details they need at any time.

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Strengthen Team Collaboration

Shared call records and notes give sales, marketing and support teams a complete picture of every customer. This improves handovers, aligns communication and delivers a more consistent customer experience.

Salesforce Call Integration with WaveTel Business

Salesforce CRM plays a central role in managing sales, customer service and marketing activities. WaveTel Business enhances its power by connecting your cloud phone system directly to Salesforce CRM, bringing all voice communications into one unified workspace. Calls, voicemails and contacts sync automatically, giving your team instant access to complete customer interaction history.

With Salesforce CRM VoIP integration from WaveTel Business, your team can make and receive calls, track leads and manage customer conversations without switching platforms. This streamlined experience reduces manual work, improves data accuracy and helps your teams respond faster while delivering a more consistent customer experience across every touchpoint.

CRM Overview

Key Features of Salesforce CRM VoIP Integration

WaveTel Business delivers a seamless Salesforce CRM VoIP integration that keeps your calling, contacts and customer data fully connected. Your team can manage every call directly inside Salesforce CRM without switching tools or relying on manual updates. These features are designed to improve efficiency, accuracy and customer engagement at every stage of the sales and support journey.

Salesforce Crm Integration

Click-to-Call from Salesforce

Make outbound calls directly from Salesforce CRM with a single click. Instantly connect with leads and customers without manual dialling, helping your team save time and reduce calling errors during daily workflows.

Salesforce Crm Integration

Automatic Call Logging

Every inbound and outbound call is logged automatically in Salesforce CRM. Call records include time, duration and call direction, giving your team complete visibility without manual tracking or missed data.

Salesforce Crm Integration

Centralised Call Management

Manage all active and past calls from within Salesforce CRM. View call status, access interaction history and monitor activity from one central location to keep workflows organised and consistent.

Salesforce Crm Integration

Call Notes and Logging

Add notes and record call outcomes directly in Salesforce CRM during or after conversations. This ensures clear follow ups, better collaboration between teams and a more personalised customer experience.

Salesforce Crm Integration

Native Salesforce Dialler

WaveTel Business offers a fully native dialler that works inside Salesforce CRM. Your team can place and manage calls without leaving the platform, keeping focus high and productivity uninterrupted.

Salesforce Crm Integration

Smart Caller Identification

Incoming calls automatically display matching Salesforce CRM contact details in real time. See the caller’s name, company and previous notes before answering to deliver more informed and confident conversations.

Salesforce Crm Integration

Contact Synchronisation

Contacts stay fully synchronised between WaveTel Business and Salesforce CRM. Any updates made in one system are reflected instantly in the other, ensuring accurate and up to date contact records.

Salesforce Crm Integration

Call Analytics & Reporting

Access detailed call data directly in Salesforce CRM including call volume, duration and outcomes. Use these insights to measure performance, improve processes and optimise team productivity.

Salesforce Crm Integration

Voicemail Logging

Missed calls and voicemails are automatically recorded and linked to the correct Salesforce CRM contact. Review messages, respond quickly and ensure no opportunity or customer request is overlooked.

Salesforce Crm Integration

Call Reminders & Follow-ups

Set automatic reminders for follow-ups and scheduled calls directly in Salesforce CRM to ensure timely customer engagement and reduce missed opportunities.

How Wavetel Salesforce Integration Empowers Inbound Sales Teams

Wavetel Business and Salesforce CRM work seamlessly together to simplify inbound sales and improve lead conversion. Every call, note and interaction is captured automatically, giving sales teams the clarity they need to act quickly, stay organised and make confident, data driven decisions.

Salesforce Crm Integration

Call Tracking for Lead Management

All inbound calls are logged automatically inside Salesforce CRM, including outcomes and interaction details. This allows sales teams to prioritise high intent leads and focus their efforts where it matters most.

Salesforce Crm Integration

Actionable Call Insights

View key call metrics such as duration, frequency and outcomes directly within Salesforce CRM. These insights help teams assess lead quality, refine sales strategies and improve overall performance.

Salesforce Crm Integration

Access Contacts On-the-Go

Manage contacts and make calls on mobile. Ensure no opportunities are missed even when your team is out of the office.

Salesforce Crm Integration

Personalised Follow-Ups

Use call logs and notes to tailor follow-ups for each prospect. Personalised outreach improves engagement and conversion rates.

How Wavetel Integrates with Salesforce CRM

Integrating Wavetel Business with Salesforce CRM is simple and fast. Follow these steps to connect your systems and start managing calls and contacts effortlessly.

Download

1. Log in to Wavetel

  • • Sign in to your WaveTel Business dashboard
  • • Go to the Integrations section within your account
  • • Select Salesforce CRM from the list of available integrations

Need help? Contact Support

Enable

2. Enable Salesforce CRM Integration

  • • Switch on the Salesforce CRM integration option
  • • Choose the appropriate extension from the dropdown menu and confirm the setup
Authorize

3. Authorise  Access

  • • You will be redirected to Salesforce to log in securely
  • • Grant the required permissions to WaveTel Business
  • • Once authorised, a confirmation message will confirm the integration is active
Start

4. Start Using Integration

  • • Calls, voicemails and contacts begin syncing automatically
  • • Your team can make and receive calls, log interactions and manage contacts directly inside Salesforce CRM

Need help? Contact Support

Start SimplifyingYour CRM Communications Today

Connect Wavetel and Experience Seamless CRM and VoIP Integration for Smarter, Faster, and More Accurate Call Management

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(FAQS)

Frequently Asked Questions About CRM and VoIP Integration

Wavetel integrates with Salesforce CRM and supports a variety of cloud-based and on-premise phone systems. Teams can make, log and manage calls efficiently while maintaining centralised contact records and workflow consistency.

AI integrates with Salesforce CRM to automatically generate AI-powered call transcripts inside Salesforce CRM. This captures conversation details, objections and follow-up actions, giving your sales team valuable insights and enabling better lead prioritisation.

Yes. Wavetel logs calls automatically from mobile devices, keeping Salesforce CRM updated. Teams can review call analytics, track metrics and follow up on leads from anywhere at any time.

Yes. Wavetel supports multiple CRM phone system integrations simultaneously. Whether you use Salesforce, HubSpot, Zoho or Clio, crm and VoIP system integration ensures that calls, messages and contact information are synchronised across all platforms. This supports call center crm integration and contact center crm integration workflows without conflicts.

Yes. Teams of any size can access call logs, sync contacts and collaborate in real time. Multiple users can work efficiently without conflicts, keeping all Salesforce CRM data organised and consistent.

By automatically logging calls, syncing contacts and tracking call outcomes, Wavetel allows teams to prioritise high-value leads, monitor progress and close deals faster while reducing missed opportunities and manual errors.

NUMBER SPEAKS

3000 +

Businesses

20000 +

Users

300 M +

Call minutes



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