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Five9 Phone System Integration with Salesforce

Five9 Phone System Integration with Salesforce
Contact center agents are better able to sell, retain, and support customers with our Five9 integration services for Salesforce CRM
Price will vary based on the scope of each project

The Five9 Plus Adapter for Salesforce enables integration of the Five9 Cloud Contact Center with Salesforce CRM. The Five9 integration with Salesforce enhances the ability of contact center agents to sell, retain, and support customers.


Our base services include:

  • Install Five9 app in Salesforce environment

  • Configure app to connect and integrate with client Five9 system

    • Set up Account/Contact screen pops for inbound calls

    • Click to dial

    • Call recording if available

    • Agent Dashboard

    • Supervisor Dashboard

  • Configure Salesforce page layouts to include Five9 functionality

  • Assign related permission sets to users

  • Test the integration

  • Deploy


Additional services offered:

  • Advanced VOIP functionality

  • Five9 App Training

What's Included

We offer Managed Services to keep VOIP integration solutions working smoothly

Important Considerations
Related Success Stories
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