Salesforce + NextPhone
Connect NextPhone to Salesforce and capture every lead without lifting a finger.
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SalesforceNextPhone integration with Salesforce
Overview
Salesforce is where you manage your customer relationships - contacts, deals, pipeline, follow-ups. NextPhone is the AI that answers your phone 24/7. When you connect them, every call becomes data in Salesforce: new leads captured, existing contacts recognized, call notes logged, deals created. No more manual data entry after every call.
How it works
A customer calls your business line. NextPhone answers instantly and checks Salesforce - if they're an existing contact, the AI sees their history and previous interactions. If they're new, a contact record gets created. The AI qualifies the lead, captures their needs, and logs everything to Salesforce. A deal gets created if they're sales-ready. Your team sees the full picture before following up.
Capabilities
- Read contact records - pulls existing contact info so the AI knows who's calling
- Log call details - every call gets logged with notes and outcomes
- Create new contacts - first-time callers get added automatically
- Create deals - qualified leads become deals in your pipeline
