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Convoso for Salesforce CTI Adaptor

By Convoso

Seamless Dialing. Stronger Conversations. Built-in Compliance.

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Customer Service
IT & Administration
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

The Convoso for Salesforce CTI Adaptor is a cloud-based integration that lets contact center agents seamlessly handle inbound and outbound calls directly within Salesforce, unifying the customer interaction and agent tools into a single experience.

  • Convoso for Salesforce™: Speed-to-Lead, Smart Campaigns & Compliance-First Dialing

  • The Top Five Things You Didn't Know (That You Need to Know) about Convoso for Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Additional Requirements
Licensing of Convoso's Contact Center is required.

App Details

Version
ConvosoCTIAdapter/v2.4.0 2.4.0
Listed On
04/09/2026
Latest Release
07/11/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 16
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/12/2026

Additional Details

Convoso for Salesforce is a compliant, predictive dialer for revenue teams using a CTI Adaptor that provides a cloud-based integration that lets contact center agents quickly and easily process both inbound and outbound calls from the Convoso platform directly within Salesforce, eliminating the need for additional telephony software and browser windows. The Convoso Adaptor embeds the agent's softphone directly into the Salesforce console enabling click-to-dial, screen pops, and call control (answer, hold, transfer).

Need help?

Convoso

Woodland Hills, CA, USA

Convoso support is available Monday–Friday from 5:00 AM to 6:00 PM PT and Saturday–Sunday from 6:00 AM to 5:00 PM PT. Support includes access to our Knowledge Base, as well as phone, chat, and email assistance. Our team is ready to help with configuration

Support Phone(888) 456-5454
Other ResourcesEmailTerms & Conditions