The integration between Aloware and Salesforce brings seamless communication management directly to your CRM. Whether you're handling calls or SMS/MMS interactions, this integration allows for automatic logging, helping teams maintain organized communication records and track interactions in real-time.
Key features of the Aloware-Salesforce integration
The integration automatically logs call and SMS/MMS interactions in Salesforce, capturing details like timestamps, outcomes, duration, and direction. Users can track communication history, access call recordings, and manage tasks linked to contacts and leads for streamlined follow-up.
What does this do?
Account authentication - this feature allows users to securely connect their Aloware and Salesforce accounts. Users can manage the connection through an authentication menu, enabling them to verify, disconnect, or re-authenticate their accounts to ensure secure access.
Two-way sync (contacts/leads) - this feature facilitates seamless two-way synchronization between Salesforce and Aloware. It ensures that updates and new contact or lead entries in one platform are automatically reflected in the other, improving data accuracy and reducing manual work.
Steps for authenticating Salesforce in Aloware
To begin the integration process, you must have admin access in both Aloware and Salesforce.
In Aloware admin, navigate to the integration menu and click settings in the Salesforce card.
Click the Authenticate button.
Use the integration menu to configure account authentication by entering Salesforce credentials and click next.
Upon successful verification, you will receive a confirmation message indicating that the connection has been established, then click finish.
Manage connection status through options to verify, disconnect, or re-authenticate.
Check connection status and manage your authentication options easily within the integration menu.
Updating the latest version of the Aloware-Salesforce integration
After accessing the Salesforce integration settings menu in Aloware admin, re-authenticate and update to the latest version, ensuring all settings are finalized and saved to recognize changes across platforms.
Re-authentication and deactivation process
To re-authenticate or deactivate the integration, you have two options:
Access settings - navigate to the integration settings and click the re-authenticate button.
This will open the modal, where you can reconfigure authentication or deactivate the integration by clicking the red "Deactivate Integration" button.
Additionally, deactivation can also be done directly via Salesforce card switch. When you deactivate, the change will also apply to Aloware, ensuring that the integration is completely removed from both platforms.
How does this relate to our other tools?
As with other integrations, Salesforce is integrated with all of Aloware's main features, allowing created contacts to do:
Make calls in Aloware.
Send Messages (SMS/MMS) in Aloware.
Call Detail Record (CDR) and Message Detail Record (MDR) are saved in Aloware and sent and synchronized in Salesforce (tasks).
Click to call extension.