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Myphoner + Salesforce Integrations

How to connect Myphoner + Salesforce

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Supported triggers and actions

What does this mean?
    • ListRequired

      Which list should we watch for archived leads?

      Make sure you have at least one lead in your list. We need that to show you sample data.

    Trigger
    Instant
    Try It
    • ListRequired

      Which list should we watch for losers?

      Make sure you have at least one lead in your list. We need that to show you sample data.

    Trigger
    Instant
    Try It
    • ListRequired

      What list should we add the new lead to?

    Action
    Write
    • Lead IDRequired

      The myphoner ID of the lead that should be marked for call back.

    • Call Back In

      Time from now until the lead should be called back. The submitted value should be number of minutes. So one hour = 60 and one day = 1440.

      Please note that "Scheduled For" takes precedence over this field if it's filled.

    • Scheduled For

      A specific time that the lead Is scheduled for. Takes precedence over 'Call Back In'. Format: "YYYY-MM-DD hh:mm:ss ZONE", eg: "2015-04-10 13:04:43 UTC".

    • Comment

    • Category

    Action
    Write
    • ListRequired

      Which list should we watch for call backs?

      Make sure you have at least one lead in your list. We need that to show you sample data.

    Trigger
    Instant
    Try It
    • ListRequired

      Which list should we watch for new winners?

      Make sure you have at least one lead in your list. We need that to show you sample data.

    Trigger
    Instant
    Try It
    • Lead IDRequired

      The myphoner ID of the lead that should be marked as loser.

    • Comment

    • Category

    • Call Back In

      Time from now until the lead should be called back. The submitted value should be number of minutes. So one hour = 60 and one day = 1440.

      Please note that "Scheduled For" takes precedence over this field if it's filled.

    • Scheduled For

      A specific time that the lead Is scheduled for. Takes precedence over 'Call Back In'. Format: "YYYY-MM-DD hh:mm:ss ZONE", eg: "2015-04-10 13:04:43 UTC".

    Action
    Write
    • Lead IDRequired

      The myphoner ID of the lead that should be marked for call back.

    • Call Back In

      Time from now until the lead should be called back. The submitted value should be number of minutes. So one hour = 60 and one day = 1440.

      Please note that "Scheduled For" takes precedence over this field if it's filled.

    • Scheduled For

      A specific time that the lead Is scheduled for. Takes precedence over 'Call Back In'. Format: "YYYY-MM-DD hh:mm:ss ZONE", eg: "2015-04-10 13:04:43 UTC".

    • Comment

    • Category

    Action
    Write

How Myphoner + Salesforce Integrations Work

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

Salesforce Tutorials

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About Myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

Related categories

  • Call Tracking
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