[Update - June 24, 2024]: This beta is now closed and will no longer be accepting new applicants.
What’s changing
Launching in beta, we’re introducing an integration between Google Voice and Salesforce that makes it easier to track details of calls made in Voice. When enabled:
- Salesforce contacts will be displayed in Google Voice.
- Google Voice calls will now be logged to any matching Salesforce contact.
Salesforce contacts are denoted with the Salesforce logo.
Who’s impacted
Admins and end users
Why you’d use it
This integration helps improve visibility across the various stakeholders that rely on Salesforce as a key tool in their workflow. When enabled, Google Voice calls will be automatically logged in Salesforce, ensuring that there is a record of that interaction for all to see. Additionally, you can jump from Google Voice to the Salesforce call log to add notes and more context. This helps eliminate the need for users to switch between multiple applications and manual record keeping, and make it easier for other team members to see the latest activity in Salesforce.
Getting started
- Admins:
- This feature will be OFF by default and can be enabled at the Organizational Unit (OU) level. Visit the Help Center to learn more about integrating CRM with Salesforce.
To turn on the Google Voice and Salesforce integration, navigate to Apps > Google Workspace > Google Voice > Policies > Salesforce integration
You’ll then be directed to the Google Voice and Salesforce connection page to complete the set-up.
- End users: You’ll see banners in Google Voice on web and mobile when this integration is enabled by your admin.
Banners inside the Voice app will indicate when Salesforce has been integrated.
After you make a Voice Call to a Salesforce contact from either our web or mobile app, you will be notified that the call is logged to Salesforce in the call log.
You’ll see when a call has been logged to Salesforce — you can click on this notification to open Salesforce.
Logged calls within the Salesforce UI.
To make the most out of the integration, we recommend that you install the Google Voice Chrome Extension.
Rollout pace
- This beta is now closed and is no longer accepting new applicants.
Availability
- Available to Google Workspace customers with Voice Standard or Premier and Salesforce Enterprise, Unlimited, or Lightning versions