Phone.com + Salesforce
Create new notes in Salesforce for incoming SMS messages in Phone.com
Keeping notes of incoming communications is a great way to stay on top of everything you need to with your customers. Let automation take care of that for you, and make note of incoming SMS communications in the Salesforce record!
Keeping notes of incoming communications is a great way to stay on top of everything you need to with your customers. Let automation take care of that for you, and make note of incoming SMS communications in the Salesforce record!
- When this happens...New Inbound SMS
Triggers when a new SMS was received.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Try ItNew Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Try ItNew Call Recording
Triggers when a new call recording is created on your Phone.com account.
Try ItExtension
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New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Try ItCall Status Updated
Triggers when an inbound or outbound call's status was updated.
Try ItExtension
Try ItNew Voicemail
Triggers when a new voicemail is created on your Phone.com account.
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