CTI Work Smarter with Claritel Cloud TelephonyBring your customer conversations and CRM into one powerful flow with Claritel's Salesforce integration. Built to simplify daily workflows and boost sales productivity, it combines Claritel's AI-powered Telephony with Salesforce's industry-leading CRM.
Why this integration?
Many teams use Salesforce Open CTI to help sales close more deals. By connecting your Salesforce CRM with Claritel Telephony, communication becomes faster, smarter, and more efficient.
Sales agents can make and receive calls instantly with click-to-dial, while automatic screen pops show customer details and past interactions at the moment a call comes in. This leads to ,shorter calls, lower costs, and higher productivity—without adding more staff.
By identifying callers before the conversation starts, teams can deliver more personal, professional customer experiences. Overall, Claritel's Open CTI integration with Salesforce makes scaling your sales operations simpler and more effective.
Notes captured during or after calls
Calls logged automatically against CRM records
Click to call from contacts and deals
Follow up tasks created from conversations
Detailed call analytics for performance tracking
Simple Steps to Integrate Salesforce with Claritel Telephony
Follow this guided walkthrough to connect your systems and go live.
Step 1
Log in to Salesforce as an admin
Access your Salesforce account with administrative privileges.
Step 2
Find and install the Claritel app from Salesforce AppExchange
Locate the Claritel app and install it.
Step 3
Enable Open CTI in Salesforce settings
Activate Open CTI to enable telephony integration.
Step 4
Set up the WebRTC and call center configuration
Configure WebRTC settings and call center parameters.
Step 5
Assign the telephony app to support agents
Grant access to the Claritel app for your support team.
Step 6
Log in to the telephony provider’s admin dashboard
Access the admin panel of your Claritel account.
Step 7
Connect Salesforce and authorize access
Establish a connection between Salesforce and Claritel.
Step 8
Configure screen pops, call logging, and case mapping
Customize screen pop-ups, call logging, and case assignments.
Step 9
Test inbound and outbound calls
Ensure proper call flow and functionality.
Step 10
Go live and monitor support performance
Launch the integration and track key metrics.
Step 6
Log in to the telephony provider’s admin dashboard
Access the admin panel of your Claritel account.
Step 7
Connect Salesforce and authorize access
Establish a connection between Salesforce and Claritel.
Step 8
Configure screen pops, call logging, and case mapping
Customize screen pop-ups, call logging, and case assignments.
Step 9
Test inbound and outbound calls
Ensure proper call flow and functionality.
Step 10
Go live and monitor support performance
Launch the integration and track key metrics.
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Step 1
Log in to Salesforce as an admin
Access your Salesforce account with administrative privileges.
Step 2
Find and install the Claritel app from Salesforce AppExchange
Locate the Claritel app and install it.
Step 3
Enable Open CTI in Salesforce settings
Activate Open CTI to enable telephony integration.
Step 4
Set up the WebRTC and call center configuration
Configure WebRTC settings and call center parameters.
Step 5
Assign the telephony app to support agents
Grant access to the Claritel app for your support team.
