MiiTel + Salesforce Integrations

How to connect MiiTel + Salesforce

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Create Salesforce records from new answering machine recordings in MiiTel
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MiiTel + Formatter by Zapier + Salesforce
More details
When this happens
Step 1: Answering Machine Recorded
Then do this
Step 2: Date / Time
Then do this
Step 3: Create Record
See Zap details Try it
Create Salesforce records from new answering machine recordings in MiiTel
Premium
Create Salesforce records from new answering machine recordings in MiiTel
MiiTel + Formatter by Zapier + Salesforce

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Do Even More with MiiTel + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their MiiTel + Salesforce workflows do more for them.

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Create Salesforce records from new answering machine recordings in MiiTel
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Create Salesforce records from new answering machine recordings in MiiTel
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Formatter by Zapier + MiiTel + Salesforce

Supported triggers and actions

What does this mean?

- Call id
  UUID call id generated by MiiTel.
- Tenant id
- Dial begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
- URL
Trigger
Instant
Try It
- Call id
  UUID call id generated by MiiTel.
- Tenant id
- URL
- Speech recognition
  Result of speech recognition.
- Speech recognition summary
  Result of speech recognition summary.
- Silence
- Overall
- Overlap
- TLR
- Customer f0
- Operator f0
- Customer variance
- Operator variance
- Customer speechrate
- Operator speechrate
- Rally
- Amd probability
- Dial begin at
- Call begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
Trigger
Instant
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
Try It
- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write

- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search

- Call id
  UUID call id generated by MiiTel.
- Tenant id
- Dial begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
Trigger
Instant
Try It
- Video id
  UUID video id generated by MiiTel.
- Tenant id
- URL
- Title
- Video start at
- Video end at
- Speech recognition
  Result of speech recognition.
Trigger
Instant
Try It
- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write

How MiiTel + Salesforce Integrations Work

Step 1: Authenticate MiiTel and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect MiiTel + Salesforce

Salesforce Tutorials

About MiiTel

MiiTel is an AI-powered IP phone. With MiiTel, you will be to accomplish the following: "Increase your sales", "Achieve self-coaching", and "Can make calls from home".

Related categories

CRM (Customer Relationship Management)

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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MiiTel + Salesforce Integrations

How to connect MiiTel + Salesforce

Create Salesforce records from new answering machine recordings in MiiTel

Create Salesforce records from new answering machine recordings in MiiTel

Connect your apps and automate workflows

Do Even More with MiiTel + Salesforce

Create Salesforce records from new answering machine recordings in MiiTel

Answering Machine Recorded

Call id

Tenant id

Dial begin at

Call end at

Call type

From number

To number

Forwarded number

Contact person name

Account name

URL

Phone Analysis Completed

Call id

Tenant id

URL

Speech recognition

Speech recognition summary

Silence

Overall

Overlap

TLR

Customer f0

Operator f0

Customer variance

Operator variance

Customer speechrate

Operator speechrate

Rally

Amd probability

Dial begin at

Call begin at

Call end at

Call type

From number

To number

Forwarded number

Contact person name

Account name

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Incoming Unanswered

Call id

Tenant id

Dial begin at

Call end at

Call type

From number

To number

Forwarded number