AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CloudTalk CTI for Salesforce: Global Calling, SMS, Cadences & Einstein AI

Automate call logging, power dialing, and Einstein Insights.

Overview

Native CTI with 160+ global numbers. Automate logging, power dialing, and Einstein Insights to close deals faster.

1 of 10

  • 🌍 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.

CloudTalk CTI for Salesforce empowers sales and support teams to handle global calling, SMS, and automation directly within Salesforce. Automatically log every interaction, trigger workflows, and move deals forward faster with power dialing and cadence branching. See How Integrity360 Tripled SDR Pickup Rates with CloudTalk + Salesforce: https://www.cloudtalk.io/customer-stories/integrity360 With local numbers in 160+ countries and enterprise-grade call quality, CloudTalk enables teams to scale globally while maintaining a seamless customer experience. Combine this with AI-powered insights through Salesforce Einstein Conversation Intelligence to analyze calls, uncover trends, and coach reps in real time. ✔ Native CTI embedded in Salesforce with click-to-dial and real-time call handling ✔ Auto-log calls and SMS activities with recordings, notes, and tags ✔ Power dial from Salesforce lists to increase connect rates and outreach efficiency ✔ Native Sales Engagement with cadence branching based on call outcomes ✔ Trigger Salesforce workflows and automations from call activities ✔ Einstein Conversation Insights integration for AI-powered coaching and analysis

Categories

Business Needs
Sales
Customer Service
Telephony
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

More from CloudTalk

  • CloudTalk | AI Business Calling for Salesforce Service Cloud Voice
    by CloudTalk
    No Ratings
    Make and receive calls directly inside Service Cloud Voice — with every call automatically logged to the right contact. Less manual data entry, more time talking to customers, and full call context for your agents the moment they pick up.
    SalesCustomer Service