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XCALLY Salesfoce integration

XCALLY MOTION provides the integration with Freshdesk to automatically open a task for every call depending on the conditions (Queue, Call status or Outbound) set in the trigger.

The task or case will be populated with information about the call and displayed for the agent in the Salesforce environment.

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Configuration steps

Create the integration account, inserting the details of your Salesforce Administrator Account.
Create a configuration for the account, to design the content of the Salesforce task (Subject, Description, Fields) that will be shown to agents managing calls.
Create a Trigger for both inbound and outbound, set the conditions you want to trigger for this integration and add integrations action.

The result

After the configuration your agents, logged both in Salesforce and in XCALLY Motion, will get the Salesforce task automatically created for each outgoing/incoming call, when the trigger conditions are met.

The integration is included in all the XCALLY Plans!
Contact us to discover more!

XCALLY Salesfoce integration

Configuration steps

The result

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