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Ruler Analytics + Salesforce

Update Salesforce leads when there are new Ruler Analytics phone calls

  1. When this happens

    Step 1: New Call

  2. Then do this

    Step 2: Find Record

  3. Then do this

    Step 3: Update Record

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

Supported triggers and actions

What does this mean?
ruler-analytics logo
ruler-analytics logo
ruler-analytics logo

About Ruler Analytics

Ruler Analytics is a visitor level analytics product that tracks customer journeys, conversions, phone calls & companies looking at your site.

Related categories

Call Tracking
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salesforce logo
salesforce logo

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