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Five9 and Salesforce CTI Integration

The Five9 integration with Salesforce was designed to meet the needs of your customers through a highly reliable, scalable, and secure solution. Five9 has a proven track record working directly with Salesforce to provide effortless, intelligent, enterprise-class contact experience in the CRM environment.

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Innovations to Power an Intelligent, End-to-End Agent and Customer Experience

Five9 seamlessly integrates with Salesforce to enable agents to log in directly to their native CRM environment to handle all customer inquiries. The Five9 integration creates a more powerful and productive solution to maximize every customer interaction.

Five9 and Salesforce can help you deliver a unified, seamless, and engaging experience that enables agents to focus on what matters the most – your customers.

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Innovations to Power an Intelligent, End-to-End Agent and Customer Experience

Five9 and Salesforce: Delivering Exceptional Experiences

  • Click-to-Call

    Click-to-call from within the Salesforce environment to easily reach out to customers and prospects.

  • Data-Rich Screen Pops

    Match inbound and outbound customer information and provide “screen pops” by opening corresponding Salesforce records. Agents see customer data prior to accepting the interaction.

  • Intelligent Routing

    Effectively prioritize and route calls and voicemails to the right agent at the right time. Provide inbound callers with IVR self-service applications.

  • Campaign & List Integration

    Integrate campaigns, calling lists, and predictive dialing to boost sales leads and conversion rates.

  • Agent Interaction Control

    Empower agents with rich interaction handling for chats, emails, and calls such as recording, parking, cold or warm transfers and conferences, click-to-dial and more – all from within a single Salesforce desktop.

  • Automatic Interaction Logs

    Save logs automatically when an interaction ends to ensure that every interaction is stored in the system of record and keep teams synced on all customer and prospect communication.

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93% of customers are likely to make repeat purchases with companies who offer excellent customer service.


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We’ve found Five9 to be exceptional in their knowledge of contact centers and especially their knowledge of Salesforce and contact centers.

Davo Muttiah

Change Manager, CARFAX

Integrated Agent Desktop

Integrated Agent Desktop

  • Single-pane agent desktop
  • Screen-pop
  • UC Integration
Telephony Connect

Embedded Supervisor Interface

  • Embedded supervisor desktop
  • Omnichannel visibility and monitoring

Workforce Optimization Connector

  • Pre-built integration
  • Recorded interactions
  • Transcript captures of digital channels
  • Collet handling data

We’ll help you find the right strategy and products for your evolving business.


Resources To Help You Get Started

Data Sheet

Five9 Adapter for Salesforce


Five9 and Salesforce Integration


Why Integrate Salesforce

Product EQ Closer

Use real-time data collected from your customers to provide actionable insights for your agents and business.

Explore all our solutions

Customer Experience

Customer Experience

Connect to customers and solve their problems the first time.

Customer Experience

Agent Empowerment

Agent Empowerment

Empower your agents so they can focus on delivering a more human experience.

Agent Empowerment

Business Agility


Manage your agents with empathy while delivering impact to the business.

Business Agility