Salesforce
Get a full overview of all calls right in Salesforce. The integration detects incoming calls, logs them automatically, and syncs data between lynes and Salesforce.
Salesforce integration — Avoid duplication and take full control of the customer dialogue
Lynes' Salesforce integration every call becomes an opportunity to provide better service — without extra administration. As soon as someone calls, you get one automatic matching against your CRM and instantly see who the customer is, what you have previously talked about and what cases are open.
Calls are automatically logged to the right contact in Salesforce, meaning the entire team always sees the latest interaction without anyone having to spend time on manual registration. In addition, the information is displayed both in lynes and in Salesforce, so you have full history and overview no matter where you work.
The integration works seamlessly, keeping all data up to date in real-time — from calls and notes to meetings and business opportunities. This is perfect for sales, support and customer service who wants to work smarter and faster.
Benefits of Lynes Salesforce Integration
- Customer information directly on incoming calls — view name, company and history without searching manually
- Automatic call log — no more forgotten notes or double registrations
- Full synchronization between systems — calls, meetings and notes are updated in real time
- Better follow-up — history available in both lynes and Salesforce
Smart features
- Automated matchmaking against CRM on incoming and outgoing calls
- Call log with time, call duration and AI summaries via Conversation Intelligence
- Sync activities like meetings, business, and notes from Salesforce to lynes
- Complete history for easier follow-up and better customer experience
Frequently asked questions and answers
Here we have collected the most frequently asked questions about Lynes' features, pricing and support. Can't find the answer to your question? Do not hesitate to contact our customer service and we will be happy to help you further!
Of course, choose amongst several of our connected operators.
We did! And we are super proud of it. We control the product from start to end.
We store it in Sweden, with all the necessary encryptions.
It works just as well on Windows, macOS, Linux, iOS & Android!
Our app works with several operators in Sweden. Choose and combine amongst our own subscriptions, Telia, Tele2, Tre and Telenor.
No, all calls are automatically logged at the correct contact with time, length and summation.
Yes, lynes matches incoming calls against Zoho and displays the information instantly.
Absolutely, the integration is valuable for any role dealing with customer contact.
Yes, all activities in Salesforce are synced to lynes for a complete overview.
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Collaboration tool or a phone system? Lynes is both.
Lynes is not just a great collaboration tool for your business. Or a awesome phone system. Lynes are both. It allows you to hold video meetings, receive calls, chat with colleagues and customers and share documents - all in the same workflow.
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