Salesforce

Convin offers a native two way integration to update & fetch data from salesforce. In just two clicks.

Connect Convin with 

Salesforce

Convin integrates with Salesforce to keep your sales data accurate and gives you a 360-degree view of your pipeline. This two-way integration syncs contact, account, and opportunity data automatically, and a recording link is pushed to Salesforce as soon as your meeting ends. 

How to enable Convin X Salesforce integration?

1. Log into the Convin dashboard.

2. Go to the ‘Settings’ section on the left panel.

3. Then go to ‘Integrations’ and look for ‘Salesforce’ under ‘CRM Integrations


4. Click ‘Connect’ on Salesforce Integration, and you’re all set.


5. In case you want to disconnect the Integration. Go to the Integrations page and click ‘Disconnect.’

If you have trouble setting this up for your use case, please contact us at contact@convin.ai.

More available integrations

Ringover

Convin will fetch all call recordings made via Ringover & then transcribe, analyse them for you to use.

Intercom

Convin automatically shares call updates with entire team on Intercom as per your requirement.

Zendesk

Convin will fetch all call recordings made via Zendesk & then transcribe, analyse them for you to use.

Convin records, transcribes and analyzes all your sales calls to give insights on what’s working on calls and what’s not.

Convin records, transcribes and
analyzes all your sales calls to give
insights on what’s working on calls
and what’s not.

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US
2093 Philadelphia Pike #5025
Claymont, Delaware 19703
(+1) 6282095776
INDIA
Bhive Workspace No.112,AKR
Techpark, A-Block, 7th Mile
Hosur Road, Krishna Reddy,
Industrial Area,
Bengaluru-560068
+91 7011464590, +91 8802881329
US
2093 Philadelphia Pike #5025
Claymont, Delaware 19703
(+1) 6282095776
INDIA
Bhive Workspace No.112,AKR
Techpark, A-Block, 7th Mile
Hosur Road, Krishna Reddy,
Industrial Area,
Bengaluru-560068
+91 7011464590, +91 8802881329