Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
CloudTalk CTI for Salesforce: Global Calling, SMS, Cadences & Einstein AI
Automate call logging, power dialing, and Einstein Insights.
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- SalesCustomer ServiceTelephony
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Native CTI with 160+ global numbers. Automate logging, power dialing, and Einstein Insights to close deals faster.
Highlights
🌍 160+ Country Global Reach Local numbers in 160+ countries & crystal-clear quality with a global carrier network. Integrity360 Tripled SDR Pickup Rates with CT + Salesforce using local numbers: https://www.cloudtalk.io/customer-stories/integrity360
⚙️ Auto-Log Calls, SMS and Whatsapp Activities Automatically log inbound/outbound calls, SMS and Whatsapp messages as Salesforce Tasks. Capture recordings, tags, and notes instantly.
📞 Native Lightning CTI & Click-to-Dial Embed CloudTalk directly into the Utility Bar. Make calls with one click from any Salesforce record without leaving your tab.
⚡ Power or Parallel Dial from Salesforce Lists Import Salesforce Campaign members or filtered List Views directly into CloudTalk AI Sales Dialer campaigns to 10x connect rates.
🎯 Native Cadence Branching Full support for Salesforce Sales Engagement. Automatically move prospects to new Cadence branches based on CloudTalk call dispositions.
🤖 Trigger Flows & Automations Fire Salesforce workflow automations via API based on call activities. Update fields, create cases, or trigger alerts automatically.
🔁 Data-Driven Routing & Screen Pop Route calls based on Salesforce contact owner or VIP status. See the full Customer Contact Card immediately upon inbound ringing.
👂 Live Coaching & Monitoring Listen in on active calls, whisper to agents, or barge in to save deals. Monitor service levels with real-time dashboards inside Salesforce.
🧠 Einstein Conversation Insights Feed voice data to Salesforce Einstein AI. Analyze sentiment, spot keywords, and coach reps using native Salesforce intelligence.
Provider Details

CloudTalk is a modern, user-friendly cloud telephony solution for support and sales teams. Our easy integrability and advanced features save an average of 2-3 minutes on every phone call. CloudTalk helps companies deliver first-class customer experiences, resulting in the growth of their profitability.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Test CloudTalk for 14 days with a free trial: https://hubs.li/Q04gdhlz0 Get a discounted rate of $49 per month when you pay annually. Book a demo for any questions: https://hubs.li/Q04gdhtJ0
Expert
$49 USD/user/year
Free trial available for 14 days
Expert
$69 USD/user/month
Free trial available for 14 days