Salesforce Business Phone System Integration with Yodel

Making and receiving calls directly in Salesforce has never been easier. Get the most out of your phone system and your CRM with Yodel.
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**Salesforce** Business Phone System **Integration with Yodel**

Trusted by thousands of companies


Enhance Your CRM System with Yodel Phone Service

See these Business Benefits, Right from the Start

When you integrate with Salesforce, you are able to instantly see benefits that your team and customers will love.

  • Enable Flexibility: When it comes to flexible work, integrating your phone system into your CRM system will result in making things easier for your team, and your callers.
  • Increase Team Productivity: Combining the time-saving features of a VoIP system with your CRM helps you reduce the amount of time spent on finding customer data, syncing data, and routing calls.
  • Improve Customer Satisfaction: Combining your phone and CRM system will make it easier to follow up on leads, resolve caller concerns, and keep relevant information easily accessible. All of these things can lead to consistently more satisfied customers.

Learn more about Yodel features with 14 day free trial

Leverage Your Sales Cycles with Robust Communication Features

  • Make Calls in Salesforce: With Yodel, you can easily make calls directly in Salesforce.
  • Text your Salesforce Customers: Communicate with your callers via SMS messaging, helping you provide another communication channel to your customers.
  • Prepare for Inbound Calls: Always know who is calling you, and even discover caller intent before answering a call.
  • Keep Track of Call Data: Easy to access and review call logging can help you keep track of relevant information.
  • Reduce Call Distractions: Keep all of your focus on your callers by reducing the need to take notes. With call recording and call transcriptions taking notes for you in real-time, you can easily access important information.

Enjoy amazing call features with your new Salesforce integration

Steps to Create a Yodel Account

  1. Create Your Trial Account And Receive A Phone Number

    Easily filter to find specific area codes and countries. With 70 different countries to choose from, you will be able to find a number that fits your business needs.

  2. Invite Your Team Members And Assign Roles

    Designate Admin, Member, and Guest roles to help your team have access to everything they need.

  3. Make And Receive Calls

    Take advantage of different integration options, or use our Web, Desktop, or Mobile apps! With plenty of options, your team can choose the system that works best for them!

  4. Track and Monitor
    Use our state-of-the-art features, such as Call Logs, Voicemail Transcription, and Reports, to monitor your call data.


The right price for your team, no matter the size

$25 per month/user

Access features that help you and your team provide a high quality phone experience for your callers, while letting you better organize and integrate your phone communications.
  • One number per user included
  • Unlimited US calling
  • Slack integration
  • Main VoIP features included

$35 per month/user

On top of the Premium features, Premium Plus customers will get access to exclusive integrations and additional support from our team. Best for scaling teams!
  • Connects to your existing PBX
  • SIP support for your hardware devices
  • Intercom integration
  • Premium support
Need an Enterprise option?
Get in touch with us so we can offer the right pricing for you!

Ready to supercharge your phone system?
Enjoy your 14 day free trial.


Jenny Encheagaray
Jenny Encheagaray
Director of Concierge, Blueboard
Christopher Supnig
Christopher Supnig
Co-founder, appointmed
Tom Winter
Tom Winter
Co-Founder, Devskiller
Yodel has been a partner to us since day 1. As our Concierge Team has scaled over the years, so has Yodel's product. They've supported us in building meaningful relationships with our Recipients, which is part of our team's mission.

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