Make calls via Salesforce or access your Salesforce info directly in Telavox.


Two platforms, seamless integration. With Telavox for Salesforce you can improve your employees’ efficiency by integrating Telavox services directly into Salesforce. With multiple ways to integrate, you can work in whichever way suits you best.

Salesforce CTI  – Use Telavox in Salesforce

Use Telavox’s telephony features and make calls directly within Salesforce.  Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionalities you need inside Salesforce, while saving valuable time and minimising distractions.

Salesforce Contact Lookup – Use Salesforce in Telavox

Our contact lookup integration pulls information about incoming callers directly from Salesforce. That means you know exactly who you’re talking to before you even answer the call.

Need more info about the customer? You can easily view their profile with a single click – no need to manually search on another platform during a call.

Who's it for?

If you’re using Salesforce, we recommend using our integrations to enhance your telephony experience. You can choose the integration that best suits each team member.

Salesforce CTI

This integration is best for making outgoing calls whilst still having access to Salesforce’s key features and contact info. It’s mostly used by sales teams, or other users who want to regularly make outgoing calls from within Salesforce.

Salesforce Contact Lookup

This integration is perfect for anyone who regularly receives incoming calls and needs easy access to customer information. It’s mostly used by customer service teams, or other users who mostly work within the Telavox telephony platform.


How it works

Salesforce CTI

Make calls using Telavox’s telephony directly from the contact card in Salesforce. Get the whole Telavox web app embedded in your CRM with complete softphone capabilities such as receiving, placing and transferring calls (incl. click-to-dial), muting and putting the caller on hold.

Salesforce Contact Lookup

When you receive a call within the Telavox platform, our API will automatically look up the caller’s info in Salesforce. You’ll see key details directly in the call widget, as well as a handy link to view the caller’s profile if you need more information.

Key features

How to setup the integration

Select the integrations from the Telavox app directory and follow the installation instructions. Use the admin portal to assign licences to your team. You can assign more than one Salesforce integration to the same user.

Already a Telavox customer? Check out our support & installation document for Salesforce Contact Lookup.

  • “CRM Integration” user addon for Telavox Fixed or Mobile user licence.
  • Paid Salesforce account, in order to use their call-out feature
Installation instructions
  • Make sure you have a phone number from Telavox and admin access in Salesforce
  • Click on the following installation link while logged in as an administrator, and authorise the integration
  • Install the app and authorise your team.

    Questions about integrations?

    Contact sales, your personal advisor or one of our certified partners to book a demo.