Five9 Salesforce integrationYour contact center inside Salesforce, with every call on the record
Five9 has an adapter for Salesforce that puts the contact center inside Salesforce. We set it up and take it further: click-to-dial and screen pops on the record, calls on a custom activity object that holds long notes, and follow-up rules for missed calls.
- Five9 Adapter for Salesforce set up, then extended
- 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
- • Disposition
- • Agent notes and summaries
- • Agent, direction and duration
- • Click-to-dial
- • Records for campaigns
Agents work two screens, managers see half the story
Five9 runs the calls and Salesforce holds the customer. Without a working connection, agents look up callers by hand, call notes stay in Five9, and calls are not tied to leads, opportunities or cases.
What it does
What the Five9 Salesforce integration handles
Adapter set up, extended
We set up the Five9 Adapter for Salesforce, then build what it does not cover with flows, Apex and LWC.
Click-to-dial
Agents call from the record, and the call is tied to it.
Screen pops
Incoming calls open the matching lead, contact or case.
A record for every call
Calls logged to a custom activity object that holds long text, with agent, direction, duration and disposition.
Long notes on the call
Agent notes and call summaries land on the call record in full.
Missed-call follow-up
Missed and abandoned calls flagged and assigned, so callbacks are tracked.
Contact center reports
Calls by agent, campaign 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 Five9 to Salesforce.
AimingData that flows
Five9 Salesforce integration: both directions, field by field
- Each callA call activity record on the lead, contact or case
- DispositionThe outcome the agent picked
- Agent notes and summariesLong text, on the call record
- Agent, direction and durationFor reporting by agent
- Missed callsFlagged for follow-up
- Click-to-dialCalls placed from the record
- Records for campaignsLeads and contacts sent to Five9 lists via the APIs
See your own Five9 + 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
Five9 Salesforce integration: the hard parts, already solved
Long text
Notes and summaries are too long for tasks and events, so they live on a custom activity object built for them.
Dispositions that mean something
Five9 dispositions mapped to Salesforce fields and stages, so a call outcome moves the record forward.
Native vs custom
Where the adapter covers what you need, we set it up cleanly. Where it stops, we build the rest with the Five9 APIs.
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 Five9 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 Five9 Salesforce integration is for
- Contact centers running Five9 with Salesforce
- Sales teams that dial from Salesforce lists
- Managers who want calls tied to leads, opportunities and cases
Five9 Salesforce integration FAQ
Does Five9 integrate with Salesforce?
Yes. Five9 has an adapter for Salesforce. We set it up and extend it with what your team needs on the record.
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 Five9 and Salesforce before?
We work with Five9 and manage Salesforce orgs as a Salesforce partner. On the free call we look at your Five9 setup and show you what the build looks like.
Can calls create leads in Salesforce?
Yes. A call from an unknown number can create a lead, so no caller is lost.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.