Salesforce CRM solution

Integrate With Salesforce CRM

Customer relationship management sits at the core of every modern business, and Salesforce CRM is one of the leading platforms for managing customer data, sales, and business opportunities effectively. Used on its own, though, Salesforce may not fully meet the needs of a business that also requires fast, unified communication.

With Yeastar P-Series Cloud Edition — a cloud PBX with an open API for third-party integration — you can connect your organization's phone system fully to Salesforce CRM, so sales and support teams receive all call data directly from Salesforce and manage communication without switching between multiple platforms.

Key Features

Data synchronization

Customer data syncs automatically between Salesforce CRM and the Yeastar PBX, so caller name, company, and email are visible instantly on any device — IP phones, or Yeastar Linkus Web, Mobile, and Desktop Clients.

Call popup

When a call comes in, the system matches the number against Salesforce customer data instantly, and the contact's information appears right in your browser.

Click to call

Click any phone number in Salesforce — or on any web page — to start a call instantly through the Yeastar Linkus extension for Google Chrome.

Call control

Manage calls directly from Salesforce, with advanced functions such as call flip, transfer, hold, and mute.

Call journal

Track and log calls directly from Salesforce. Every inbound and outbound call is logged automatically to the contact's record, with details such as date and time, call status (answered, missed, or unanswered), and phone number.

Automatic contact or lead creation

The integration automatically creates a new contact or lead in Salesforce for unrecognized inbound or outbound calls.

Requirements

Salesforce CRM

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

PBX system

Firmware: version 84.6.0.24 or later

Integrating Yeastar P-Series Cloud PBX with Salesforce CRM helps sales and support teams work more efficiently, cuts duplicated steps, and makes communication inside the organization faster and smoother.