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Call Assist + Salesforce

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.

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.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers 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.).

    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
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • 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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