Aloware + Salesforce

Aloware + Salesforce integrations

Create Aloware contacts from new Salesforce records

When a new record is created in Salesforce, a matching contact will be added to Aloware automatically. This integration makes it easy to keep Salesforce and Aloware up-to-date.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create/Update ContactCreates/Updates a contact on your Aloware account.
ActionWrite

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More things you can do with Salesforce and Aloware

Discover other triggers and actions you can use with Salesforce and Aloware

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Call Disposed
Triggers when a call is disposed in Aloware.
Trigger
Instant
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Communication Initiated
Triggers when a communication is initiated in Aloware.
Trigger
Instant
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Contact Disposed
Triggers when a contact's disposition status has changed in Aloware.
Trigger
Instant
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Recording Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
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- Full Name
- First Name
- Last Name
- Company name
- Phone Number
  Required
- Email Address
- Date Of Birth
- Time Zone
- City
- State
- Zip Code
- Country
- Lead Source
- Address
- Website
- Notes
- CSF1
- CSF2
- User
- User Email Address
- Distribute to Ring Group?
- Ring Group
- Check available users
- Add To PowerDialer
- Position in PowerDialer
- Sequence
- Force enroll?
- Force update?
- Line
- Tag
- Disposition Status
Action
Write
- Line
  Required
- Send as (agent attribution)
  Required
- Agent Phone Number
  Required
- Contact Phone Number
  Required
Action
Write
- Line
  Required
- To
  Required
- Audio URL
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Communication Disposed
Triggers when a communication is disposed in Aloware.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Aloware.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in Aloware.
Trigger
Instant
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Voicemail Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
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- Phone Number
  Required
- Sequence
  Required
- Force enroll?
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Line
  Required
- Send as (agent attribution)
  Required
- To
  Required
- Message
  Required
- Media URL (.gif, .png, .jpg)
Action
Write

About Aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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