Call Assist + Salesforce

Call Assist + Salesforce integrations

Call Salesforce leads using Call Assist and play a sales message

Generate more inbound calls to your sales team by automating your outbound call process. Call Assist will automatically call leads when some condition is met, play a sales message and connect interested leads to your sales team. A great way to follow up after providing a quote or if your sales team just doesn't have the time to make more calls. Using Call Assist will increase your sales by connecting more leads to your sales team while decreasing the time spent trying to connect with them in the first place.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Make Call to Team or LeadCalls a Lead and plays your recorded message or a Team connecting the agent to the lead.
ActionWrite

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More things you can do with Salesforce and Call Assist

Discover other triggers and actions you can use with Salesforce and Call Assist

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
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- 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 Result
- Lead Result
- Team
Trigger
Instant
Try It
- External Id
- Lead's Phone Number
Action
Write
- Type Instructions
- Call Type
  Required
- Scheduled Time
  Required
- Team
  Required
- instructions_phone
- External Id
- Lead Phone
- Caller ID
  Required
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- 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
- Updated Field
Trigger
Instant
Try It
- Type Instructions
- Call Type
  Required
- Team
  Required
- instructions_phone
- External Id
- Lead Phone
- Caller ID
  Required
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
Action
Write
- External Id
- Phone Number
- Status
- Result
- First Name
- Last Name
- Email
- Owner
- Team
- Company
- Category
- Comments
- Tags
- Stop Calls
Action
Write

About Call Assist

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

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Related categories

Phone & SMS

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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

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