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Call Assist + Salesforce

Call new Salesforce leads using Call Assist, routing to a team first

Connect your sales team with new leads as soon as they come into Salesforce and convert more lookers into buyers. Faster followup shows you care and positions you above the competition. This integration with Call Assist will call your sales team immediately after they are added to Salesforce then connect an agent with the lead. Get new leads on the phone when they are most interested.

Connect your sales team with new leads as soon as they come into Salesforce and convert more lookers into buyers. Faster followup shows you care and positions you above the competition. This integration with Call Assist will call your sales team immediately after they are added to Salesforce then connect an agent with the lead. Get new leads on the phone when they are most interested.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Call AssistCall Assist
    Make Call to Team or Lead

    Calls a Lead and plays your recorded message or a Team connecting the agent to the lead.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • 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
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Call Assist

Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.

Related categories

  • Phone & SMS
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About Salesforce

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