Disconnect Salesforce CRM Integration

A CRM (Customer Relationship Management) system is the tool your organization uses to store customer records and contact details, such as Salesforce. When Cloud Voice is integrated with Salesforce, it syncs a phonebook and contacts from the CRM into the phone system. Cloud Voice supports only one active CRM connection at a time, so before you can link a different Salesforce account, or switch to another CRM entirely, you first need to remove the integration that is currently in place. Follow the steps below to disconnect it.

Note

If your goal is to connect a new CRM account, disconnecting the old one is a required first step. You will not be able to set up a second CRM connection while one is still active.

Disconnect the integration

1. Sign in to the Cloud Voice management portal and open Integrations > CRM.

2. In the top-right corner of the page, select Cancel Integration.

   

3. Confirm by clicking OK in the dialog that appears.

   Caution

   Confirming with OK ends the connection and erases every saved integration setting. There is no undo. If you reconnect this CRM later, you will have to re-enter all of the connection details from scratch.

What happens next

Once you confirm, Cloud Voice does the following:

• Ends the Salesforce CRM connection.
• Erases all of the integration’s saved settings.
• Keeps the phonebook and contacts that were synced from Salesforce. They stay on the system and become editable.

Tip

Because the synced phonebook and contacts are kept, you do not need to re-import them after disconnecting. They remain available on Cloud Voice and, now that the sync has stopped, you can edit them directly.