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All Tutorials /Salesforce

How to Connect Salesforce to 8x8

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to connect your Salesforce account to the 8x8 communication platform.

‍

‍

Here’s a step-by-step guide on how to connect Salesforce to 8x8:

‍

  1. Go to Salesforce AppExchange and search for 8x8 for Salesforce.
  2. Click and open the page and hit the Try It Free button.
  3. Click on the Try in Sandbox option to continue.
  4. Now, you will be asked to enter your contact information and click on the Continue to Installation button.
  5. Now, you are set to log in and install the application.
  6. Click on Use Custom Domain to add your Salesforce domain.
  7. Add your Salesforce domain and hit Continue. You might be asked to log in if you haven’t already done so.
  8. Choose who you are installing the app for and hit Install.
  9. You might be asked to approve Third Party Access. Allow access and hit Continue.
  10. You will find your apps in the Installed packages in Settings > Advanced Setup > Installed Packages.

📌 Why this matters

This integration transforms your customer conversations from isolated events into strategic relationship builders. When sales reps can see complete call histories, contact details, and interaction patterns directly within their CRM workflow, they make more informed decisions and close deals faster.

The real advantage goes beyond convenience—having unified communication data lets you identify which touchpoints actually drive revenue, spot patterns in successful deals, and coach your team based on what actually works rather than gut feelings.

Your product deserves an interactive demo
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