Salesforce
Bi-directionally sync leads, contacts, and accounts from Symbo to your Salesforce account. Automatically log emails, calls, meetings, and notes.
About Salesforce Integration
Symbo has a native, bi-directional integration with Salesforce. As you move your prospects through each step of your outreach, Symbo can automatically update that contact's opportunities. Call transcriptions and recordings, email content, and manual task completed in Symbo will instantly show up in the "Activity" tab of your contact. The Symbo Salesforce integration allows for:
- One interface for a rep to work from
- Accurate record keeping; includes time stamp of completed action and all details
- More time prospecting and less time record keeping
All activity preformed in Symbo will automatically be synced to your Salesforce. Work seamlessly with our native Salesforce integration!
Connect Salesforce
- Sign into your Symbo account
- On the left hand side click on "Settings"
- Click on "Connections"
- Click on the "CRM Connection" drop down
- Click on "CRM Provider" and select "Salesforce" then click "Connect"
- You will then be redirected to Salesforce where you sign in/select an account.
- SUCCESS!
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