Ruler Analytics + Salesforce
Update Salesforce leads when there are new Ruler Analytics phone calls
Once you have a call with a prospect, it's important to record the information around the event. After you set up this integration, it will trigger with each new call created on Ruler Analytics, automatically finding and updating the appropriate lead on Salesforce so you can be sure your context is always complete.
Once you have a call with a prospect, it's important to record the information around the event. After you set up this integration, it will trigger with each new call created on Ruler Analytics, automatically finding and updating the appropriate lead on Salesforce so you can be sure your context is always complete.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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