If you want your calls from Tout Phone to be automatically logged to Salesforce you will want to make sure that the following is in place.

  • You will need your account to be connected to Your Salesforce account through the API connection.
  • If you are calling from ToutApp.com you will need a Salesforce ID saved to that contact. Click here to see how you can ensure that all of your ToutApp contacts have a Salesforce ID associated with them.
  • BONUS: Make sure you have "Call" in your Task type picklist for accurate and easy reporting in Salesforce

Once this is in place you will see a Task created in the Activity History section of Salesforce.

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