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Host & Manage Video Calls within Salesforce | Quick Call

Effortless Video Calls Directly Integrated into Your Salesforce Workflow

Overview

Easily host and manage video meetings directly from the Salesforce Utility Bar. Send automated notifications to ensure participants can join effortlessly from any device or platform. Powered by Whereby, offering secure and seamless video conferencing.

See How Host & Manage Video Calls within Salesforce | Quick Call Works

Native Video Call Events: Manage video calls as native Salesforce events with a custom “Video Call” record type.
Custom Lightning Component: Seamlessly manage video calls, send invites, and view meetings directly from Salesforce’s Utility bar.
API-Based Call Management: Securely create and delete video meeting rooms through API integrations, ensuring efficient video conferencing management.
Automated Invitations: Predefined email templates allow for easy and automated invitations and notifications to participants.
Seamless Utility Bar Integration: Access video calls without leaving the Salesforce environment via the Utility bar, providing a streamlined user experience.
Security Focused: Uses Salesforce external credentials to securely store API keys, ensuring secure communication.
Easy Pre-Call Management: View and manage upcoming video calls directly within the Salesforce interface.
Integrated Call Experience: Video calls are embedded within Salesforce for a seamless in-call experience.
Post-Call Management: Easily update or delete calls, with automatic updates reflected across Salesforce.

The Video Call Integration for Salesforce enhances communication by embedding video conferencing capabilities directly into Salesforce. This solution allows users to schedule, manage, and conduct video calls without leaving the Salesforce platform, ensuring uninterrupted workflows and access to CRM functionalities. The integration offers a seamless user experience through a custom Lightning component embedded directly in the Salesforce Utility bar. This allows users to easily manage video calls, send invites, initiate calls, and view upcoming meetings without navigating away from their current Salesforce tasks. The solution also provides secure API-based video call management, enabling the creation and deletion of video meeting rooms within Salesforce. Automated invitations and notifications can be sent using predefined email templates, making it easy to notify participants. Robust security features, including external credential storage, ensure safe API communication. For pricing details, contact us directly. Get Started Today! Simplify your communication and collaboration by integrating video call features into your Salesforce workflows, driving productivity and efficiency.