Salesforce Essentials + Vocal Video

Request videos testimonials with Vocal Video when new records are updated in Salesforce Essentials

Send a Vocal Video request whenever a lead or contact is created or updated in Salesforce Essentials. Collect customer stories automatically and keep testimonial gathering running as your CRM grows.

Send a Vocal Video request whenever a lead or contact is created or updated in Salesforce Essentials. Collect customer stories automatically and keep testimonial gathering running as your CRM grows.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    TriggerPolling
  2. automatically do this!
    Vocal VideoVocal Video
    Create Video Request

    Schedule a video request

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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vocal-video logo

About Vocal Video

Vocal Video helps get amazing video testimonials from anyone, anywhere. Automagically.

Related categories

  • Marketing