PhoneWagon and Salesforce integration
PhoneWagon is a function-heavy and feature-rich cloud-based SaaS solution for website call tracking processes and functions as a solution for call recording, analytics, and other workflows related to lead generation and management.
It allows for a variety of functions:
Dynamically Track Calls (both inbound and outbound)
Automate Call Forwarding
Record and Analyze Conversations
Text Message Automation
Automate Phone Trees
and features:
Local & Toll-Free Numbers
Keyword-Level Tracking
Real-Time Reporting Call Tracking
Agency Features
Advanced Reporting
Custom Call Flows
Business Text Messaging
Custom Notifications
Cloud-based Voicemail
Static and Dynamic Line Tracking
and much more.
Being a comprehensive software with automation capabilities, it makes for a perfect integration candidate with your Salesforce org. The integration is fully done on the PhoneWagon side, and you can access it with their entry level subscription.
Integration Requirements
Starter, Pro, or Agency plan on PhoneWagon
No specifications on the Salesforce side
Alternatives: Zapier and Automate.io
In case you already make use of workflows to automate processes and connect third party apps, here are a couple of options that allow you to connect Salesforce and PhoneWagon:
The advantage of creating workflows with these platforms - especially if you already have in-house automation specialists - is the freedom to create custom workflows that make sense for your organization. The other side of the coin is the inability to leverage an out-of-the-box integration or get support for it, so we recommend this solution to companies who already well versed in Zapier or Automate.io and have the capacity to have one of the team build and maintain the automation.
Integration Details
You can configure the integration with Salesforce so you get only what you’re really interested in.
Inside Salesforce you will see the integration work its magic in two main tabs, Leads and Contacts, making this integration a must have for your sales and marketing teams.
Here’s what it looks like in the Contacts tab:
Here’s what it looks like in the Leads tab:
