Does Invoca Send Salesforce Data at Call Start or Call Finish?

Depends on your Salesforce Sales Cloud integration setting — Invoca can send data at call start, at call finish, or both.

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Resolution

1. Log in to Invoca and open the sidebar menu.
2. Click Integrations, then Manage Integrations.
3. Click the Sales Cloud tile.
4. Select your Salesforce Sales Cloud integration.
5. Check which setting is enabled:
   • Send call data to Salesforce upon call start — Invoca sends call data through both a pre-transfer webhook and a post-call webhook.
   • Only send call data to Salesforce upon call finish — Invoca sends call data only through a post-call webhook.

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Where to go next

• How Do I Check If Invoca Is Sending Data to Salesforce Successfully?
• Invoca for Salesforce Sales Cloud: Integration overview