OpenPhone + Salesforce
Create new Salesforce records when OpenPhone call recordings are completed
When a call recording is completed in OpenPhone, this workflow instantly creates a record in Salesforce. Embrace this streamlined process to easily manage and organize all your phone call data from OpenPhone directly in Salesforce. This efficient automation saves your time and ensures each call recording seamlessly ends up in your Salesforce records.
When a call recording is completed in OpenPhone, this workflow instantly creates a record in Salesforce. Embrace this streamlined process to easily manage and organize all your phone call data from OpenPhone directly in Salesforce. This efficient automation saves your time and ensures each call recording seamlessly ends up in your Salesforce records.
- When this happens...Call Recording Completed
Triggers when a call recording has finished.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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