SalesforceCallabo
Sales representatives no longer need to manually enter data into Salesforce every time.
Eliminate the time spent on data entry and allow sales representatives to focus more on their customers.
Sales representatives no longer need to manually enter data into Salesforce every time.
Eliminate the time spent on data entry and allow sales representatives to focus more on their customers.
You can automatically record Callabo-generated meeting insights in Salesforce leads or opportunities.
Consistent Sales History
Data Entry
Instead of having varied meeting note formats for each sales representative, Callabo generates uniform meeting notes and inputs data into Salesforce.
Reduced Data EntryBurden
for Sales Reps
Sales reps no longer need to manually input meeting notes into Salesforce after every customer meeting.
With just one click, meeting notes can be recorded.
Maintain Up-to-Date
CRM Data
All communication history with customers is recorded in the CRM, ensuring that the data is always up to date.
Callabo summarizes meeting minutes and stores them in Salesforce as either an event or a task (call), depending on the meeting type.
Phone calls are saved as a “Call Task” in Salesforce, while all other meetings are saved as “Event” types.
To use Callabo’s Salesforce integration, you need Callabo Pro plan or higher / Salesforce Enterprise Edition or higher.
Callabo’s Salesforce integration currently stores history data in leads and opportunities.
If you need a custom integration with Salesforce, you can use Callabo’s Webhook to connect directly.
Meeting minutes, no more manual writing
ReturnZero Co., Ltd. (CEO: Chamsol Lee / Chief Privacy Officer: Hyunjong Lee)
8th Floor, Sinduck Building, 343 Gangnam-daero, Seocho-dong, Seocho-gu, Seoul
ISO/IEC 27001 Certification for International Information Security
Validity Period: 2024. 12. 26 - 2027. 12. 25