Integrate Yobi With SalesForce

Introduce your Salesforce page to your team and start communicating with your clients faster.

Create dedicated channels for any project, team, or topic so everyone's in the loop.

Contact notes and other important details from your calls will be synced into your Salesforce account.

Your Yobi phone contacts and tasks are synced with your Salesforce contacts in real time.

Benefits of Yobi's Salesforce Integration

They're a new kind of employee. Fast, capable, insightful and always there to converse with you or your clients.

Any updates made to your business phone contacts sync with Salesforce contacts.

Bring work together in channels organized by any team, project, or topic.

Have access to notes, tasks, and internal messages to always be on point with your conversations.

Access internal team communication, notes, and tasks from your business phone.

Navigate to the Integrations section in your Yobi account settings.

Select Salesforce from the list of available integrations and click Connect.

Once connected, your Salesforce contacts will automatically sync with Yobi, and you can start communicating with your clients.