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CallTrackingMetrics + Salesforce

Create Salesforce leads from new CallTrackingMetrics calls

Manage your leads more efficiently with this smart workflow. When a new call occurs in CallTrackingMetrics, a lead will be immediately created in Salesforce. This seamless interaction aids in maintaining an updated database in Salesforce without any manual effort on your part. Increase productivity and ensure no lead slips through the cracks with this automatic process.

Manage your leads more efficiently with this smart workflow. When a new call occurs in CallTrackingMetrics, a lead will be immediately created in Salesforce. This seamless interaction aids in maintaining an updated database in Salesforce without any manual effort on your part. Increase productivity and ensure no lead slips through the cracks with this automatic process.

  1. When this happens...
    CallTrackingMetricsCallTrackingMetrics
    New Call

    Triggers when you receive a new call.

    TriggerInstant
  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?
  • CallTrackingMetrics triggers, actions, and search

    New Call

    Triggers when you receive a new call.

    Trigger
    Instant
    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
  • 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

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About CallTrackingMetrics

CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
Learn moreHelp

Related categories

  • Call Tracking

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