Salesforce Sales Engagement (formerly High Velocity Sales) allows you to automate customer interaction processes and strategically manage your outreach. In this guide, you’ll learn how to connect Ringover to Salesforce to trigger automated cadences, track engagement, and configure custom call dispositions so your team can focus on what they do best: selling.

Set up Salesforce Sales Engagement with Ringover

1. Access your Salesforce integration settings

Navigate to your Ringover dashboard to find and configure your active CRM integrations.

1. Go to your Integrations page.
2. Search for Salesforce.
3. Click to open your integration settings.
4. Locate and enable the Activate Sales Engagement option.
5. Select the specific Call tags that will be used in HVS to trigger a rate.
6. Find the field labeled Custom field for call disposition, if you have customized the name of this field in Salesforce, enter the updated name here.

2. Understand the benefits of Sales Engagement

Integrating Ringover with Salesforce Sales Engagement does more than just log calls—it optimizes your entire workflow with advanced automation.

• Focus on selling: By automating repetitive processes, your sales team can spend more time closing deals and interacting strategically with prospects.
• Versatile cadences: Use cadences for sales, opportunity development, internal sales, or even invoice collections.
• Automate workflows with flows: Trigger automated actions, such as updating a lead status or opportunity stage, the moment an agent completes a cadence call step.
• Simplify task creation: Enable agents to quickly create cases, events, or tasks right from their workspace using screen flows.
• Automatic updates: Save time with pre-built templates that can automatically remove a lead from a cadence when lead files are updated.

🎉 You now know how to set up your Salesforce Sales Engagement integration!