Integrate Yobi WithSalesForce.
Introduce your Salesforce page to your team and start communicating with your clients faster.
Connect your SalesForce
Create dedicated channels for any project, team, or topic so everyone’s in the loop.
Add Communications to Salesforce
Contact notes and other important details from your calls will be synced into your Salesforce account.
Close Sales Faster
Your Yobi phone contacts and tasks are synced with your Salesforce contacts in real time.
Benefits of Yobi's Salesforce Integration.
Contacts Synced
Any updates made to your business phone contacts sync with Saleforce contacts.
Communication History
Have access to notes, tasks, and internal messages to always be on point with your conversations.
Communications Synced
Bring work together in channels organized by any team, project, or topic.
See Team Member Activity
Access internal team communication, notes, and tasks from your business phone.