Every Call.
Right Inside Salesforce.
Connect Salesforce with Exotel, Knowlarity, Ozonetel, MCube, Airtel IQ, and MyOperator — for click-to-call, screen pop, automatic logging, and recorded conversations on every record.
- Lead Updated
- Activity Logged
- Call Recording Attached
Why sales and support teams connect telephony to Salesforce
Without integration, reps dial from a separate phone or app, then manually log every call — if they log it at all. Support agents ask customers to repeat themselves because there's no context on answer. Managers have no reliable view of call volume or outcomes.
- No more manual call logging
- Full context on every answer
- Reliable view of volume and outcomes
Connect your existing telephony stack
Choose a provider to visualize the active integration and see how calls route directly into the Salesforce core.
Salesforce CTI
LiveNative Open CTI framework for embedding any telephony provider inside Salesforce.
- Native Open CTI framework
- Embedded softphone
- Any provider, one interface
Every call, instantly part of the story
Click-to-Call
Dial any Salesforce number with a single click.
Reps call directly from a Lead, Contact, or Case record — no switching apps, no manual dialing.
Automatic Call Logging
Every call is logged to the right record automatically.
Call duration, outcome, and recording link attach to the record without any manual data entry.
Screen Pop
The caller's Salesforce record opens the instant they call.
Agents see full context — history, open cases, deal stage — before they even say hello.
IVR Integration
IVR selections route calls and pre-fill Salesforce data.
Menu selections capture intent upfront, so calls land with the right team already informed.
Call Recording
Every call recording attaches directly to the record.
Recordings are searchable from the Lead or Case timeline for training, QA, and compliance.
Omnichannel Communication
Voice, SMS, and WhatsApp in one Salesforce timeline.
Every customer touchpoint — call, text, or chat — lives on the same unified activity timeline.
How the call actually reaches Salesforce
Every layer the call passes through, from the customer to your reports.
The person calling in or being called.
Customer
Cloud Telephony Provider
Open CTI
Salesforce CRM
Reports
Customer
The person calling in or being called.
Key DetailsFrequently asked questions
It connects a cloud telephony provider to Salesforce using Open CTI, so calls can be made and received directly from Salesforce records with automatic logging and screen pop.