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Salesforce CTI Integration · Click-to-Dial · IVR Routing · AI Transcription

Salesforce CTI Integration - Click-to-Dial, AI-powered calls & IVR

360 SMS delivers the most complete Salesforce CTI integration on AgentExchange. One click dial from any Salesforce record, intelligent IVR call routing, AI transcription, power dialer - all natively inside Salesforce.

★★★★★ 4.9 / 5.0 · 1,200+ AgentExchange reviews · 10+ years
Salesforce CTI Integration
1-click
Dial from
any Record
Auto
Call logs to
Salesforce
IVR
Intelligent
Call Routing
Go-live
in an
Hour
60k+
Users
Worldwide
24/7
Free
Support

How Salesforce CTI integration works - send, receive, and automate.

Salesforce CTI integration runs natively - no middleware, no tab-switching, no separate login. Every message sent or received is automatically tied to the right Salesforce record.

Inbound Calls

Never miss a call. Every time.

Incoming calls surface the Salesforce record instantly. Agents see full CRM context before answering - route by skill, priority, or business hours.

Screen pop with CRM context
Caller's Salesforce record opens instantly on incoming call.
Route by department, skill, product, or priority. Point-and-click setup.
Business hours & voicemail
Forward after-hours calls, send programmable voicemail.
Outbound Calls

Click-to-dial from any record.

Agents click any phone field in Salesforce to dial. Every call is auto-logged with duration, outcome, and transcript. Send SMS follow-ups immediately after a call.

Click-to-dial
Dial from Contact, Lead, Account, Opportunity - any Salesforce record.
Predictive power dial
Generate calling lists, auto-dial, auto-skip DND opt-outs.
Auto-logged call records
Duration, outcome, agent, and transcript saved automatically.

Salesforce CTI app features used by 60K+ teams daily

Every Salesforce CTI feature lives inside your CRM - same records, same reports, same Salesforce workflows your team already knows.

Click-to-Dial Salesforce
One-click calling from any record
Salesforce IVR Routing
Intelligent call routing in Salesforce
Analytics
Call reporting in Salesforce
Compliance
DND opt-outs, TCPA
Power Dialer
Predictive auto-dialing
Voicemail & Forwarding
After-hours call handling
SALESFORCE CTI INTEGRATION - CLICK-TO-DIAL

Salesforce CTI integration: single-click dialing from any record, instantly.

With 360 SMS Salesforce CTI integration, click any phone number in Salesforce to dial immediately - no external dialer, no tab-switching. Every call is auto-logged to the Salesforce record with duration, agent name, outcome, and AI transcript - then follow up over SMS or WhatsApp without leaving the record.

  • Salesforce CTI click-to-dial - works on any standard or custom object
  • Salesforce call logging - auto-saves duration, agent, outcome, and AI transcript to the CRM record
  • SMS follow-up in one click post-call send Salesforce text messaging for confirmation or status update immediately
Click-to-Dial Salesforce Salesforce Call Logging Post-Call SMS Follow-up
Learn More
SALESFORCE IVR - INTELLIGENT CALL ROUTING

Salesforce IVR call routing - no-code, unlimited levels.

Configure nested IVR flows with point-and-click. Route by department, skill, product, or priority. Qualify callers before they reach the queue.

  • Point-and-click IVR builder - no developer, no coding
  • Nested IVR with unlimited levels and branches
  • Reduce call handling time with pre-qualification
No Code Unlimited Levels Pre-Qualification
Learn More
CALL ANALYTICS

Complete call analytics inside Salesforce.

All call data - duration, outcome, agent performance, recording - lives in native Salesforce reports. Get quick notifications for incoming calls and store transcripts natively.

  • Native Salesforce reports - no external analytics tool
  • Call recordings and AI transcripts stored in CRM
  • Auto Disposition & Description Mapping with AI
Native Reports Transcripts Auto-tags outcomes
Contact us
COMPLIANCE

Stay off block lists. Stay compliant.

360 CTI automatically skips numbers that have opted out of calls. Manage DND preferences, get TCPA-compliant calling workflows built in.

  • Auto-skip DND opt-outs on bulk dial campaigns
  • Choose localized numbers for better call answer rates - or bring your own number
  • Sticky sender - customers see the same agent number
DND Managed TCPA Sticky Caller ID
Contact our experts
POWER DIALER

Auto-dial call lists - skip DND automatically.

Generate calling lists from any Salesforce Report and let the power dialer handle the rest. Auto-skips opted-out numbers, saves agent time, and logs every attempt.

  • Auto-dial from Salesforce Report or List View calldown lists
  • Auto-skip DND opt-outs - stay compliant without manual checks
  • Logs every dial attempt, outcome, and next action in Salesforce
Auto-Dial DND Skip Calldown Lists
Learn More
VOICEMAIL & FORWARDING

Never miss a call - even after office hours.

Configure business hours, forward calls to mobile or backup agents, and send programmable voicemail when no agent is available. Transcripts are saved to Salesforce automatically.

  • Forward calls to mobile, desktop, or backup agent on rejection
  • Automated calls with pre-recorded Voicemails in a male or female voice
  • AI-backed transcripts auto-saved to the Salesforce record
Call Forwarding Programmable Voicemail AI Transcripts
Learn More
MORE FEATURES
AI - BUILT INTO EVERY WORKFLOW

AI that works where your team already works

Every AI feature lives inside Salesforce - no extra tab, no third-party tool. Your team gets smarter replies, faster responses, and less manual work without changing how they work today.

AI Call Transcription & Coaching

AI transcribes every call in real time, saving transcripts to Salesforce while coaching agents with real-time insights for effective call handling.

Real-time transcription AI-powered coaching
AI Call Translation

AI translates live calls across 50+ languages - enabling teams to communicate with prospects and customers in their preferred language.

50+ languages Global outreach
AI Voice Agent

AI voice agent engages leads in real time, qualifies prospects, and schedules meetings to drive faster responses and higher conversions.

Automated engagement More demo bookings
1-click
Dial from any
record
Zero
Integration
Hassle
100%
Data
Security
No
External dialer
required

Add CTI Telephony to Salesforce within minutes - no middleware, no developer

Native AgentExchange install  ·  No developer  ·  No middleware  ·  GDPR & HIPAA compliant  ·  24/7 onboarding included

Salesforce CTI integration is one of 15+ channel integrations, all in one app.

Same Salesforce SMS app, same inbox, same features. Add channels without starting from scratch.

Explore all channels

Rest assured - you'll get all the same features across every channel. Switch channels without starting from scratch.

360 SMS App vs other Salesforce CTI apps

See exactly why 60K+ users chose the 360 SMS Salesforce CTI app over every other option on AgentExchange.

Most-reviewed SMS apps
1,200+ verified 5-star reviews
ELEMENTS
360 SMS App
SALESFORCE NATIVE · #1 RATED
Others
On AgentExchange
Support Free Paid
Natively-built Yes No
Salesforce Cloud Support All Clouds Limited to 1–2 clouds
Channels 15 Channels Limited to 3–4 channels
Chatbot No-code Complex
AI Capabilities Yes No
Drip Campaigns Multi-channel Single channel
Unified Messaging Console Yes No
GDPR Compliant Yes No
See how 360 SMS is better than other CTI apps Schedule a free demo View on AgentExchange ↗

Salesforce CTI integration by industry

Industry-specific Salesforce CTI workflows, pre-built templates, and proven use cases - ready on day one.

Recruitment
Recruitment

Candidate outreach, interview invites, and onboarding greetings

Explore
Real Estate
Real Estate

Property alerts with a personal voice, buyer re-engagement

Explore
Finance & Banking
Finance & Banking

Rate announcements, loan follow-ups, advisor check-ins

Explore
Retail
Retail

Order updates, delivery notifications, and personalized voice reminders

Explore
Healthcare
Healthcare

Appointment reminders with a human touch

Explore
Education
Education

Enrollment invites, event announcements, and alumni outreach

Explore
Non-profit
Non-profit

Donor appeals, campaign updates, and volunteer outreach

Explore
Professional Services
Professional Services

Client check-ins, project updates, and retainer renewals

Explore

Trusted by 60K+ Users Globally

One of the most-reviewed Salesforce SMS App on AgentExchange- 1200+ verified reviews from real teams.

★★★★★

CTI + SMS follow-ups transformed our pipeline. Response time dropped from 48 hours to under 4. ROI paid for itself in month one.

Michael R.
Head of Sales · Real Estate
★★★★★

IVR routing reduced call handling time by 35%. Agents now see patient records before the call even connects.

Sarah M.
Operations Director · Healthcare
★★★★★

Click-to-dial from Salesforce records saved our reps 2 hours a day. Auto-logged call notes are a game-changer for compliance.

James T.
VP Sales · Finance

60K+ users. 100+ countries. 1,200+ five-star reviews.

Healthcare, finance, real estate, education — book a demo built around your CTI use case.

Frequently asked questions

Everything you need to know about Salesforce CTI integration with 360 SMS App

1. What is Salesforce CTI integration?
2. How does click-to-dial work in Salesforce?
3. What is Salesforce IVR, and how does it work?
4. What is Salesforce VoIP integration?
5. Does Salesforce CTI integration require a developer?
6. Can I send an SMS after a call in Salesforce?
CONTACT US

Get in touch- hear back
in an hour or less

Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

24x7 global support
Average first response within an hour
Trusted by 60K+ users on Salesforce

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