Vonage Salesforce integrationCalls, notes and outcomes on the record your team already works
Vonage for Salesforce brings click-to-dial, screen pops and call logging into Salesforce. We set it up and extend it with the Vonage and Salesforce APIs, so every call is saved to a call activity object that holds long notes and summaries, callers land on the right record, and calls show in your reports.
- Vonage for Salesforce set up, then extended
- Calls saved to a custom call activity object with notes and tags
- Click-to-dial and inbound and outbound screen pops
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound and outbound calls
- • New caller
- • Call tags and notes
- • Recording
- • Click-to-dial
- • Screen pop
Calls outside the CRM
When Vonage and Salesforce are not working together, call history lives in the phone system. Reps log calls by hand, notes are short or missing, and managers cannot see who called whom or what happened.
What it does
What the Vonage Salesforce integration handles
Native app, extended
We set up Vonage for Salesforce, then build what your process needs beyond it.
Click-to-dial and screen pops
Reps call from the record, and the caller's record opens on inbound and outbound calls.
Calls to a call activity object
Each call is saved to a custom activity object built for calls, so long notes, AI call summaries and transcripts fit. Salesforce Tasks cannot hold that much text.
Tags and notes
Call tags and notes from Vonage saved on the call, so outcomes can be reported on.
Leads from new callers
A call from an unknown number can create a lead, with your source and owner rules applied.
Recordings on the record
The recording linked on the call, where your Vonage plan records calls.
Missed-call follow-up
A missed call can create a follow-up for the lead owner, so callbacks do not slip.
Texting
Texts sent from the record through our Send SMS widget, wired to the texting your Vonage plan or SMS platform provides, with the Approved to SMS opt-in checked first.
Call reporting
Calls by rep, queue, outcome and source in Salesforce reports and dashboards.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Vonage to Salesforce.
AimingData that flows
Vonage Salesforce integration: both directions, field by field
- Inbound and outbound callsSaved to the call activity object on the right record
- New callerCreated as a lead when your rules allow
- Call tags and notesFields on the call for reporting
- RecordingLinked on the call
- Missed callA follow-up for the owner
- Click-to-dialCalls placed from the lead, contact or account
- Screen popThe record opens on inbound and outbound calls
See your own Vonage + 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
Vonage Salesforce integration: the hard parts, already solved
Routing changes
When call routing or queues change in Vonage, the mapping in Salesforce is updated so calls keep landing on the right owner.
Same caller, different formats
Numbers are normalized before matching, so a caller does not end up on two records.
Shared lines
Calls on shared or queue lines are logged with the agent who answered, not only the line.
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 Vonage Salesforce integration goes live
- 1
Book a free call
We look at how calls come in today, who answers them and what your team needs to see on the record.
- 2
Mapping
Which records calls match or create, which fields carry over, and where calls, notes and recordings are logged, agreed first.
- 3
Set up and test
The native app set up, the extensions built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if your numbers, queues or process change.
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 Vonage Salesforce integration is for
- Teams using Vonage Business Communications and Salesforce
- Sales and intake teams that call from Salesforce
- Managers who need call activity and outcomes in Salesforce reports
Vonage Salesforce integration FAQ
Does Vonage connect to Salesforce out of the box?
Yes. Vonage for Salesforce adds click-to-dial, screen pops, call logging, tags and notes. Your Vonage admin approves the app. We set it up and build what it does not cover.
Where do the calls go in Salesforce?
To a custom call activity object, so long notes, AI call summaries and transcripts fit. Tasks and Events cannot hold long text.
Can new callers become leads?
Yes. A call from an unknown number can create a lead, with your source and owner rules applied.
Have you done this before?
Yes. We have worked on Vonage and Salesforce together, including updates to a Vonage integration in Salesforce and Vonage call routing.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.