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Update Salesforce leads when there are new Ruler Analytics phone calls

  1. When this happensStep 1: New Call

  2. Then do thisStep 2: Find a Lead

  3. Then do thisStep 3: Update Lead

Once you have a call with a prospect, it's important to record the information around the event. After you set up this integration, it will trigger with each new call created on Ruler Analytics, automatically finding and updating the appropriate lead on Salesforce so you can be sure your context is always complete.

How this Ruler Analytics-Salesforce integration works

  1. A new call is created on Ruler Analytics
  2. Zapier finds the existing lead in Salesforce for that phone call
  3. Zapier updates the lead in Salesforce with the information you choose from the call

Apps involved

  • Ruler Analytics
  • Salesforce
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Connect Ruler Analytics + Salesforce in Minutes

It's easy to connect Ruler Analytics + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantMissed Call

Triggers when a new missed call is detected.

InstantNew Company

Triggers when a new company has visited your site.

InstantReturning Company

Triggers when a previous company has returned to your website.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

InstantNew Call

Triggers when a new call is created.

InstantNew Conversion

Triggers when a new conversion occurs on your site.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

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