ebuero + Salesforce + Filter by Zapier
Create Salesforce records for new ebuero callnotes
When ebuero handles a call from one of your customers, prospects, or leads, you'll would want to create a record in Salesforce. This Zapier integration will do it for you automatically! Make sure you choose the right call reason to filter out callnotes which do not warrant a record creation in Salesforce. You can also decide which record to create in Salesforce based on the call reason. Please refer to your ebuero account for your configured call reasons.
When ebuero handles a call from one of your customers, prospects, or leads, you'll would want to create a record in Salesforce. This Zapier integration will do it for you automatically! Make sure you choose the right call reason to filter out callnotes which do not warrant a record creation in Salesforce. You can also decide which record to create in Salesforce based on the call reason. Please refer to your ebuero account for your configured call reasons.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object.
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Name of this ConnectionRequired
Notifications for?Required
Try ItOnly continue if...Required
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
Phone Number to CallRequired
Name of the Person to callRequired
Instructions
Not Before
not After
ID of the Task in originating System
additional Formfields
max AttemptsRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
