gUnify Salesforce Connector - Chrome Extension

Call Logging and Click-to-Dial

call management Salesforce integration VOIP providers BroadWorks platform Cloud-based solution

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gUnify Salesforce Connector - Chrome Extension Product Information

Ever found yourself juggling between Salesforce and your VoIP calls, wishing for a smoother way to manage everything? Enter the gUnify Salesforce Connector ai chrome extension—a nifty tool that's like a Swiss Army knife for Salesforce users connected to BroadWorks VoIP providers. This cloud-based gem streamlines your workflow, making your day-to-day operations a breeze.

How to Use gUnify Salesforce Connector ai Chrome Extension?

First things first, you'll need to snag a confirmation code from your VoIP provider on the BroadWorks platform. Once you've got that golden ticket, you're all set to dive into a world of enhanced productivity. Just install the extension, enter your code, and watch as a whole suite of features unfolds before you.

gUnify Salesforce Connector ai Chrome Extension's Core Features

This extension is packed with features that'll make you wonder how you ever managed without it:

Click-to-dial

Imagine clicking a number in your browser and instantly starting a call. It's like magic, but it's really just smart technology at your fingertips.

Automated Call Logging

Say goodbye to manually logging calls. This feature does it for you, so you can focus on what really matters—closing deals and making connections.

Incoming/Outbound Screen Pop

When a call comes in or goes out, a screen pop gives you instant access to the caller's details. It's like having a personal assistant who knows everyone's info.

Quick Add Phone Numbers to Salesforce

Need to add a new contact's number? Just a few clicks and it's done. No more fumbling around trying to remember where to input that data.

Call Tagging and Note Taking

Keep your calls organized with tags and notes. It's like having a digital notepad that syncs perfectly with your CRM.

Administrator Role for Account Wide Features

Admins, rejoice! You've got the power to manage account-wide settings, ensuring everyone on your team benefits from this tool.

Quick Access to Missed Calls and Calls not Logged

Never miss an important call again. This feature lets you quickly review and log any missed calls, so you're always in the loop.

Background App Ability

This extension works seamlessly in the background, so you don't need to keep it open to enjoy its benefits. It's like having a silent partner who's always on the job.

gUnify Salesforce Connector ai Chrome Extension's Use Cases

This extension shines in various scenarios:

Click-to-dial in Google Chrome Browser

Whether you're browsing a website or checking your emails, you can initiate calls directly from your browser. It's a game-changer for those who live in their browser tabs.

Automated Call Logging to Salesforce

Forget about manually entering call data into Salesforce. This feature does the heavy lifting for you, ensuring your CRM stays up-to-date without any extra effort.

FAQ from gUnify Salesforce Connector

How to access features?

Once you've got your confirmation code from your VoIP provider, just install the extension, enter the code, and you're good to go. It's that simple!

What happens for unrecognized numbers?

If a call comes in from an unrecognized number, the extension will still log it. You can then add the contact details to Salesforce if needed. It's all about keeping you in control, even with unknown callers.