https://support.tethr.com/hc/en-us/categories/360001781174-Outbound-integrations Outbound integrations
https://support.tethr.com/hc/en-us/sections/115004090287-Salesforce Salesforce

Sync Salesforce on your profile page

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
Section only

Overview:

Sync your business apps, like Salesforce, with Tethr.

Note: This feature may not be available to all users. Contact your Tethr Admin if you are looking for a feature that is not available to you.

Sync your apps:

  1. If you're not already viewing your user profile page, click on the Settings gear icon in your user menu.
    AddingSalesforceIntegration-Step1.png
  2. On your Profile page, scroll down to your available app integrations. Click on the Sync with Salesforce button.

    Note: The apps shown below may not be available to you. Contact your Tethr admin if you're looking for an app that's not available.
    SyncSalesForce-Step2.png

    Benefits for integrating your apps:

    Salesforce: allows you to see CRM information on calls within Tethr as well as assign calls to customer records and opportunities.

  3. In the pop-up that appears, enter your login credentials for the app (i.e., Salesforce, etc.).

    Note: If you are unable to log into the app, please check your app's troubleshooting options (for example, forgot password).
    SyncSalesForce-Step3.png
  4. Once you have synced your app to Tethr, you'll find the integrated data in your Call details.
    FeatureUpdatesNov2017-Feature3.png