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Connect Any Phone System to Salesforce

Integrate your business phone system with Salesforce using Callably's AI-powered CRM. Every call is transcribed, scored, and managed as a lead — then AI-enriched data flows to Salesforce automatically.

Connect to Salesforce See All Phone Systems
About

Salesforce

Salesforce is the world's leading CRM platform providing sales, service, marketing, and commerce solutions trusted by businesses of all sizes across every industry.

Key Features

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Einstein AI
  • AppExchange
  • Reports & Dashboards
  • Automation
AI-Powered CRM

What Callably Does Before Sending to Salesforce

Callably's AI processes every interaction and sends enriched data to Salesforce:

  • AI transcription and summarization of every call
  • Automatic lead scoring — Hot, Warm, Cold, New
  • Contact extraction — names, emails, company info
  • Call recordings — compressed and securely hosted
  • Appointment data from AI-detected scheduling intent
  • Team member identification and performance data
  • Lead timeline with full interaction history
  • Drip sequence status and engagement data
  • SMS messages and AI-drafted replies
Simple Setup

How to Connect Your Phone System to Salesforce

Get your phone data flowing into Salesforce in minutes.

1

Sign Up for Callably

Create your free account. No credit card required to get started.

2

Connect Your Phone Provider

Link your business phone system — RingCentral, OpenPhone, Twilio, or any supported provider.

3

Enter Your Salesforce Webhook

Add your Salesforce webhook URL. Callably manages leads internally and forwards AI-enriched data to Salesforce automatically.

Phone Systems

Phone Systems That Work with Salesforce

Select your phone provider to see the specific integration setup.

UCaaS

RingCentral + Salesforce

Sync RingCentral calls and SMS to Salesforce automatically.

Business Phone

OpenPhone + Salesforce

Sync OpenPhone calls and SMS to Salesforce automatically.

CPaaS

Twilio + Salesforce

Sync Twilio calls and SMS to Salesforce automatically.

CPaaS

Plivo + Salesforce

Sync Plivo calls and SMS to Salesforce automatically.

Call Tracking

CallRail + Salesforce

Sync CallRail calls and SMS to Salesforce automatically.

Sales Dialer

SmrtPhone + Salesforce

Sync SmrtPhone calls and SMS to Salesforce automatically.

Communication APIs

ClickSend + Salesforce

Sync ClickSend calls and SMS to Salesforce automatically.

UCaaS

Vonage + Salesforce

Sync Vonage calls and SMS to Salesforce automatically.

UCaaS

Dialpad + Salesforce

Sync Dialpad calls and SMS to Salesforce automatically.

Virtual Phone

Grasshopper + Salesforce

Sync Grasshopper calls and SMS to Salesforce automatically.

UCaaS

8x8 + Salesforce

Sync 8x8 calls and SMS to Salesforce automatically.

UCaaS

Nextiva + Salesforce

Sync Nextiva calls and SMS to Salesforce automatically.

UCaaS

GoTo Connect + Salesforce

Sync GoTo Connect calls and SMS to Salesforce automatically.

VoIP

Ooma + Salesforce

Sync Ooma calls and SMS to Salesforce automatically.

UCaaS

Zoom Phone + Salesforce

Sync Zoom Phone calls and SMS to Salesforce automatically.

Business Phone

Google Voice + Salesforce

Sync Google Voice calls and SMS to Salesforce automatically.

Business Phone

Aircall + Salesforce

Sync Aircall calls and SMS to Salesforce automatically.

Contact Center

CloudTalk + Salesforce

Sync CloudTalk calls and SMS to Salesforce automatically.

Business Phone

JustCall + Salesforce

Sync JustCall calls and SMS to Salesforce automatically.

Contact Center

Talkdesk + Salesforce

Sync Talkdesk calls and SMS to Salesforce automatically.

Contact Center

Five9 + Salesforce

Sync Five9 calls and SMS to Salesforce automatically.

Contact Center

Freshcaller + Salesforce

Sync Freshcaller calls and SMS to Salesforce automatically.

Business Phone

RingOver + Salesforce

Sync RingOver calls and SMS to Salesforce automatically.

VoIP

Phone.com + Salesforce

Sync Phone.com calls and SMS to Salesforce automatically.

VoIP

magicJack + Salesforce

Sync magicJack calls and SMS to Salesforce automatically.

Virtual Phone

Line2 + Salesforce

Sync Line2 calls and SMS to Salesforce automatically.

Virtual Phone

Sideline + Salesforce

Sync Sideline calls and SMS to Salesforce automatically.

Landline

Community Phone + Salesforce

Sync Community Phone calls and SMS to Salesforce automatically.

CPaaS

Bandwidth + Salesforce

Sync Bandwidth calls and SMS to Salesforce automatically.

CPaaS

MessageBird + Salesforce

Sync MessageBird calls and SMS to Salesforce automatically.

Frequently Asked Questions

Can I connect any phone system to Salesforce?
Yes. Callably supports 30+ phone providers including RingCentral, OpenPhone, Twilio, Vonage, Dialpad, and many more. Any of them can be connected to Salesforce through Callably.
How does Salesforce receive the phone data?
Callably sends structured data to Salesforce via webhooks. Each call or SMS event triggers an automatic data push with all relevant details including recordings, transcriptions, and caller information.
Does the Salesforce integration include AI features?
Yes. Callably uses AI to transcribe call recordings, generate summaries, extract contact information, and score leads. All this AI-enriched data is sent directly to Salesforce with each event.
Do I need to configure Salesforce to receive webhooks?
Salesforce needs to have a webhook endpoint or incoming data URL that can receive data. Most CRMs support this natively or through tools like Zapier, Make, or built-in webhook features.
Is the data synced in real-time to Salesforce?
Yes. Callably processes phone events as they happen and forwards them to Salesforce within seconds. Your CRM stays up to date with every call and message in real-time.

Ready to Turn Your Phone Calls Into Managed Leads?

AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.

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