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Backtrack + Salesforce

Create Salesforce leads from new Backtrack recordings

Effortlessly transform your Backtrack interactions into potential business opportunities in Salesforce. This integration automatically creates a lead in Salesforce every time a new recording is added in Backtrack, capturing essential details like the client's email and the Backtrack share link. Streamline your lead generation process with this integration.

Effortlessly transform your Backtrack interactions into potential business opportunities in Salesforce. This integration automatically creates a lead in Salesforce every time a new recording is added in Backtrack, capturing essential details like the client's email and the Backtrack share link. Streamline your lead generation process with this integration.

  1. When this happens...
    BacktrackBacktrack
    New Recording

    Triggers when a new recording is backtracked and ready.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Backtrack triggers, actions, and search

    New Recording

    Triggers when a new recording is backtracked and ready.

    Trigger
    Scheduled
    Try It

    • Recording Name

    • Hours

    • Minutes

    • Seconds

    • Download or Upload?Required

    • Client Email

    Action
    Write

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Recording Name

    • Recording Start TimeRequired

    • Recording End TimeRequired

    • Download or Upload?Required

    • Client Email

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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backtrack logo

About Backtrack

Backtrack is a tool to help you record backward to remember things in the past.

Related categories

  • Productivity
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About Salesforce

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

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