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OpenPhone + Salesforce

Send a message in OpenPhone for every new record in Salesforce

Manage your communication efficiently with this workflow. Whenever a new record appears in Salesforce, a message is promptly sent through OpenPhone. This automation takes care of notifying the relevant stakeholders, saving you the time and effort it would take to monitor and update them manually. It ensures prompt responses, enhancing the efficiency of your workflow and maximizing your productivity.

Manage your communication efficiently with this workflow. Whenever a new record appears in Salesforce, a message is promptly sent through OpenPhone. This automation takes care of notifying the relevant stakeholders, saving you the time and effort it would take to monitor and update them manually. It ensures prompt responses, enhancing the efficiency of your workflow and maximizing your productivity.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    OpenPhoneOpenPhone
    Send a Message

    Sends a new message via OpenPhone.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
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Zapier Interfaces

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