Integration
Salesforce & Fonzer
Connect your telephony to Salesforce: see who is calling, dial straight from the customer record and have every call logged automatically.
CAPABILITIES
What the Salesforce integration does for you
Popup with customer details
On an incoming call, Fonzie immediately shows the customer record from Salesforce, with name, company and history.
Click to call
Start a call straight from Salesforce by clicking a phone number. No more retyping numbers.
Automatic call logging
Every call lands in Salesforce as an interaction, with duration, direction and optionally an AI summary.*
HOW IT WORKS
From incoming call to logged conversation
The phone rings
Fonzer recognises the caller's number before you even pick up.
The right record appears
The Fonzie popup shows who is calling and opens their record in Salesforce.
You take the call
The history is right in front of you, so there is nothing to look up mid-conversation.
Everything is captured
The call is logged in Salesforce automatically, with an AI summary if you want one.*
* The AI summary requires the Tringer AI module.
BENEFITS
Why connect the two?
Time saved on every call
No searching and no manual notes: the information is already there before you answer.
A better customer experience
You greet callers by name and know the context of earlier conversations straight away.
Everything documented
Every phone call ends up in Salesforce, so your colleagues can pick up where you left off.
Other integrations
Fonzer connects to a wide range of CRM, support and accounting platforms. Not seeing yours? Let us know.
