Enthu.AI offers a native integration with Salesforce that helps you derive call intelligence right within SFDC.
It takes less than a minute to integrate your Salesforce account with Enthu.AI. Just follow the steps mentioned below:-
You need an active Enthu.AI account to set up this integration. This integration works with our free, no committment required 14 day free trial plan too.
1. Login to your Enthu.AI account.
2. Click on the burger menu icon on the top left side of the screen (placed before the Enthu.AI logo).
You will see a dropdown icon. Click on the Integrations tab from the dropdown options.
3. Search for the Salesforce card amongst the listings and click on the blue Integrate button.
4. You will be redirected to Salesforce and prompted to key in your Salesforce username and password for authorization.
You will be auto redirected back to Enthu.AI once the Salesforce credentials are successfully validated.
You should also see a success message saying “Salesforce Integrated Successfully”.
5. The Salesforce integration card within the Enthu.AI Integrations tab would now have a red Disable button.
You can disable your SFDC integration with Enthu.AI anytime by clicking on this button.