What is the gUnify Salesforce Connector AI?

It's a cloud-based solution that integrates your BroadWorks VoIP service with Salesforce, automating call logging and enabling click-to-dial functionality.

How do I get a confirmation code?

Confirmation codes can be obtained from your VoIP service provider running on the BroadWorks platform.

What features are available to administrators?

Administrators can enable account-wide features such as call logging for unmatched numbers, auto-opening of the call log window, minimum character limits for call notes, and customizable call noting subject structure.

Can the application run in the background?

Yes, gUnify Salesforce Connector AI can run in the background, allowing screen pop notifications to work without user action.

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gUnify Salesforce Connector AI

gUnify Salesforce Connector AI - Chrome Extension

Name: gUnify Salesforce Connector AI
Rating: 5 (1 reviews)
Author: toolify

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5

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Introduction:

Cloud-based solution for Salesforce users to log calls and enable click-to-dial via VoIP.

Updated Time

Apr 06 2024

Active Users

335

URL

https://chromewebstore.google.com/detail/gunify-salesforce-connect/fllpmnnphikdeefmmhmhbikpiiljfhme?utm_source=toolify

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gUnify Salesforce Connector AI AI Chrome Extension Information

What is gUnify Salesforce Connector AI ai chrome extension?

The gUnify Salesforce Connector AI is a cloud-based solution designed for Salesforce users whose VoIP service provider operates on the BroadWorks platform. This application automates the logging of incoming and outgoing call data, captures user call notes, and records this information directly within Salesforce. It also enables click-to-dial functionality from any number appearing in a Google Chrome browser, connecting calls through the user's VoIP service provider.

How to use gUnify Salesforce Connector AI ai chrome extension?

Install the gUnify Salesforce Connector AI Chrome extension. Configure it with your VoIP service provider credentials and Salesforce account. Use the click-to-dial feature by clicking on any phone number in Chrome. The extension automatically logs calls and allows note-taking within Salesforce.

gUnify Salesforce Connector AI ai chrome extension's Core Features

Click to Call

Automated Call Logging

Incoming/Outbound Screen Pop

Quick Add Phone Numbers to Salesforce

Call Tagging and Note Taking

Administrator Role for Account Wide Features

Quick Access to Missed Calls and Calls not Logged

Background App Ability

gUnify Salesforce Connector AI ai chrome extension's Use Cases

#1

Automatically log all calls made through a BroadWorks VoIP provider into Salesforce.

#2

Enable sales teams to quickly dial numbers directly from web pages.

#3

Provide customer service representatives with immediate access to caller information via screen pops.

#4

Allow administrators to customize call logging and note-taking features across the entire organization.

FAQ from gUnify Salesforce Connector AI

What is the gUnify Salesforce Connector AI?
How do I get a confirmation code?
What features are available to administrators?
Can the application run in the background?

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