8x8 Salesforce integrationCalls that pop the right record, with the full notes saved
8x8 has Salesforce integrations for 8x8 Work and 8x8 Contact Center. We set them up and take them further: click-to-dial and screen pops on the record, calls on a custom activity object that holds long notes, and missed calls followed up.
- 8x8 Work or 8x8 Contact Center for Salesforce set up
- Click-to-dial and screen pops on the record
- Calls on a custom activity object built for long text
900+ integrations completed · Salesforce partner · We sign BAAs
- • Each call
- • Call notes and summaries
- • Rep, direction and duration
- • Missed calls
- • Click-to-dial
- • Caller match
A call log that cannot hold the call
The 8x8 Work integration logs calls as Salesforce tasks. Tasks cannot hold long text, so detailed notes and summaries get cut, and the next rep starts over with the caller.
What it does
What the 8x8 Salesforce integration handles
Native integration, extended
We set up the 8x8 integration that fits your plan, then build what it does not cover with flows, Apex and LWC.
Click-to-dial
Reps call from the record, and the call is tied to it.
Screen pops
Incoming and outbound calls open the matching record, with rules for multiple matches.
A record for every call
Calls logged to a custom activity object that holds long text, with rep, direction, duration and outcome.
Long notes on the call
Call notes and summaries land on the call record in full.
Missed-call follow-up
Missed calls flagged and assigned, so callbacks are tracked.
Call reports
Calls by rep and outcome in Salesforce dashboards, next to your pipeline.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect 8x8 to Salesforce.
AimingData that flows
8x8 Salesforce integration: both directions, field by field
- Each callA call activity record on the lead, contact or case
- Call notes and summariesLong text, on the call record
- Rep, direction and durationFor reporting by rep
- Missed callsFlagged for follow-up
- Click-to-dialCalls placed from the record
- Caller matchThe record popped on incoming calls
See your own 8x8 + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
8x8 Salesforce integration: the hard parts, already solved
Which 8x8 app
8x8 notes that its older Work for Salesforce app is for existing customers, with a newer Chrome extension in its place. We check which one fits your plan.
Long text
Notes and summaries are too long for tasks, so they live on a custom activity object built for them.
Caller ID on transfers
Transfers from an auto attendant can replace the caller's number with an extension, which stops the screen pop. We set up routing so the record still opens.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the 8x8 Salesforce integration goes live
- 1
Free call
We look at your phone system, how calls and texts come in, and what your team needs to see on the record.
- 2
Mapping
Which records calls land on, which details carry over, and what happens after a missed call, agreed before anything is built.
- 3
Set up and test
The native integration set up, the extras built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the 8x8 Salesforce integration is for
- Sales and support teams on 8x8 and Salesforce
- Contact centers running 8x8 Contact Center
- Managers who want the full call on the record
8x8 Salesforce integration FAQ
Does 8x8 integrate with Salesforce?
Yes. 8x8 has Salesforce integrations for 8x8 Work and 8x8 Contact Center, with click-to-dial, screen pops and call logging. We set them up and extend them.
Why a custom activity object?
Salesforce tasks and events cannot hold long text. A custom activity object can, so long call notes, summaries and transcripts fit on the record.
Have you built 8x8 and Salesforce before?
We work with 8x8 and manage Salesforce orgs as a Salesforce partner. On the free call we look at your 8x8 setup and show you what the build looks like.
Do reps need Chrome?
The newer 8x8 Work integration runs as a browser extension in Chrome or Edge. We check what your team uses first.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.