Dialpad + Salesforce
Create new Salesforce records when new sms are created in Dialpad
Streamline your Salesforce tasks by automating your workflow on receiving a new SMS in Dialpad. Whenever a new SMS is created in Dialpad, this workflow will then generate a new record in Salesforce. It's ideal for keeping your customer relations management process efficient, up-to-date, and error-free. Enhance your productivity and let this integration handle the routine for you.
Streamline your Salesforce tasks by automating your workflow on receiving a new SMS in Dialpad. Whenever a new SMS is created in Dialpad, this workflow will then generate a new record in Salesforce. It's ideal for keeping your customer relations management process efficient, up-to-date, and error-free. Enhance your productivity and let this integration handle the routine for you.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Call StatesRequired
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HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
History ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
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