CRM Integration with Salesforce - Align Your Data & Conversations with Yeastar P-Series PBX (2022)

Enjoy high efficiency and connectivity brought by Yeastar P-Series PBX Salesforce CRM Integration. The data sync and interactive features in this integration make the salesperson-customer connection quicker and easier.
In this video, we’ll guide you through the configuration process step by step:
01:08 Get the PBX Authentication Information
01:32 Configure the Application on Salesforce CRM
02:46 Grant Access for Salesforce Users
03:22 Get Authorization for Salesforce in PBX
4:29 Assign Salesforce Users with PBX Extensions
If you are looking for a configuration document, please visit Yeastar Document Center:
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To learn more about Yeastar P-Series PBX System, please visit:
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