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Salesforce CRM Integration

Together, 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. Choose the CRM solution that has a proven track record working directly with Salesforce. Alternatively, if you are looking for an integration to Service Cloud Voice BYOT, learn more here.

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Power an Intelligent Agent and Customer Experience

Five9 seamlessly integrates with Salesforce, enabling agents to log into their native CRM environment directly to handle all customer interactions. The Five9 integration creates a more powerful and productive solution to maximize every customer-service experience.

Take advantage of effortless, intelligent, enterprise-class contact experiences to meet the needs of your customers.

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

Five9 and Salesforce: Delivering Exceptional Experiences

  • Pre-built Integration

    Quickly deploy and easily manage a solution that best fits your contact center needs.

  • Agent Experience

    Minimize agent ramp-up time and shorten the learning curve by enabling agents to work within their familiar Salesforce environment in a single pane.

  • Simple Desktop

    Provide agents with a simpler desktop so they can have more time to focus on customers.

  • Real-time Data

    Leverage Salesforce and contact center data together to provide accurate customer information and interactions.

  • Powerful Portfolio

    Harness the power of the Five9 within the Salesforce environment, creating a seamless customer experience through AI, automation, omnichannel, intelligent routing, and much more.

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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 could never get an IVR and IVA from our previous solution — with Five9, we launched with it.

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Integrated Agent Desktop

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

Embedded Supervisor Interface

  • Embedded supervisor desktop
  • Omnichannel visibility and monitoring
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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.

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Resources To Help You Get Started

Data Sheet

Five9 Adapter for Salesforce

Harness the power of real-time customer data to drive greater business results and increase ROI with Five9 and Salesforce.


Five9 and Salesforce Integration

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

Case Study

Ygrene Gains Platform Reliability and Reduces Handle Time 50%

To better serve its customers, Ygrene reached the decision to migrate to a platform that would not only improve uptime but integrate seamlessly with Salesforce.


Increase Business Agility with Cloud CRM Integrations

Customer loyalty and revenue are at stake more than ever when interacting with your customer service organization.


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

Explore all our solutions

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Customer Experience

Connect to customers and solve their problems the first time.

Customer Experience

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Agent Empowerment

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

Agent Empowerment

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

Business Agility