OpenPhone + Salesforce
Create or update OpenPhone contacts from new Salesforce records
Easily manage your contacts between Salesforce and OpenPhone with this seamless workflow. Whenever a new record is added in Salesforce, this automation will create or update the contact in OpenPhone, keeping your phone system up-to-date with your CRM. Stay organized and maintain accurate contact information without any manual intervention.
Easily manage your contacts between Salesforce and OpenPhone with this seamless workflow. Whenever a new record is added in Salesforce, this automation will create or update the contact in OpenPhone, keeping your phone system up-to-date with your CRM. Stay organized and maintain accurate contact information without any manual intervention.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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