How can I connect Salesforce to my SnapCall Workspace?
Alessandro Angioni avatar
Written by Alessandro Angioni
Updated over a week ago

On SnapCall, only Admins or Owners can access the dedicated Integration page from where they can connect their Workspace to their preferred CRM.

Once logged in to your SnapCall account, you will be redirected to the Dashboard, where an option named 'Connections' should be visible on the left side of the screen. When you click there, a menu will open: click to 'Integrations'. You will redirected into a page like the one below.

Once there, each platform is accompanied by a 'Connect' button which will redirect you to the CRM selected, where you need to type your account's credentials. When you click on 'Connect' next to SalesForce, you will be redirected to the page below.

When you login to SalesForce, you will be asked to allow SnapCall to execute a few actions on the account, which are necessary for the integration to work.

Once allowed access, you will be redirected back to the SnapCall workspace and see a confirmation message on the top of the screen, plus the CRM name will be accompanied by a 'Connected' green button as shown on the screenshot below.

When a CRM is connected to SnapCall, you will see a red button on the right side of the screen that will allow you to disconnect this in case of need.

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