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By Use Case
Make and receive calls using the Freshdesk Contact Center (formerly Freshcaller) app within your salesforce account. With automatic data-sync between Freshdesk Contact Center and Salesforce, you can say good-bye to switching tabs!
To have great conversations, your sales team needs to have contextual information such as previous conversations, deal details etc. With Freshdesk Contact Center’s Salesforce phone integration, your sales teams will spend less time searching for information and more time closing deals!
With Freshdesk Contact Center’s Salesforce phone integration, your team will have all the right tools at their fingertips to greatly increase their productivity and efficiency. Your teams will be able to get more done in less time!
Freshdesk Contact Center offers a complete on the cloud Salesforce CTI solution. Freshdesk Contact Center operates on the cloud giving your teams great flexibility and access to powerful features.
Freshdesk Contact Center offers an intuitive interface and a low learning curve. Bring your team and start calling in hours.
Provide flexibility to your teams to make and take calls on the go with the Freshdesk Contact Center mobile app
Experience best in class supervisor capabilities with access to performance reports and ability to monitor live calls.
Integrate Freshdesk Contact Center with Sales Cloud to make and take calls seamlessly from within your CRM. For every call that you handle, a task is automatically logged in your Sales Cloud account. Your contacts are also synced and lead details such as contact name, deal size, status etc will be displayed when you receive a call. Freshdesk Contact Center’s Sales Cloud integration, helps your team save time and sell faster!
With the Freshdesk Contact Center phone integration, you can make and receive calls from within your Salesforce Service Cloud without having to switch tabs! When a call arrives in Freshdesk Contact Center, details of the contact stored in Salesforce is displayed, in addition you can also create new cases and add to existing cases right from within your Freshdesk Contact Center interface. Use Freshdesk Contact Center’s Service Cloud integration to boost your team’s productivity and serve your customers better!
To be able to set up the Salesforce phone integration, you are required to have an active Salesforce license and admin privileges for the Salesforce account in which you wish to integrate Freshdesk Contact Center. Once you have signed up for Freshdesk Contact Center, you can integrate the Salesforce app from our marketplace and follow the instructions given in our installation guide here. To be able to use Freshdesk Contact Center within your Salesforce account, you are required to download the managed package of Freshdesk Contact Center and install it within your Salesforce account. You can find all the necessary information in our installation guide linked above.
Mask your business number with your personal phone number to provide a personal touch while calling prospects.
Learn more about Call Masking
Automate the time-consuming activity of leaving voicemail messages.
Categorize and label the outcome of each call with call tags. Choose from a list of default tags or create your own custom tags.
Use call recordings for monitoring and training purposes, find out what went right or wrong on calls using call recordings.
Learn more about Call Recording
Save time copying and pasting numbers with our Click to call browser extension, simply click a number to place a call.
Learn more about Click to Call
Analyze trends and gather insight into the performance of your phone teams. Utilize our pre-built reports or create custom reports of your choice.
Learn more about Call Analytics
Yes, Freshdesk Contact Center’s integration works with both Salesforce Sales and Service cloud.
Once you have configured Freshdesk Contact Center as an App within your Salesforce account. The Freshdesk Contact Center widget would appear and you will be able to place calls using the Freshdesk Contact Center widget. For all calls that you handle, inbound or outbound, a corresponding task would be created with all essential details within your Salesforce account.
If a contact exists in Salesforce, anytime an incoming call notification arrives the contact name and status would be displayed. Once the call is connected, the deal details, deal size and all recent activity would also be displayed.
Gift your teams a unified experience
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