Salesforce Essentials + WildJar
Salesforce Essentials + WildJar
Salesforce Essentials + WildJar integrations
Create new Salesforce Essentials records from new WildJar phone calls
Streamline your sales process with this workflow. When a new phone call occurs in WildJar, a new record is instantly created in Salesforce Essentials. This integration ensures every crucial call information is logged accurately in your Salesforce Essentials account, making it easier to keep track of potentials leads and maintain customer database without the need for manual data entry.
- When this happens...New Phone CallTriggers when a call has finished.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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More things you can do with WildJar and Salesforce Essentials
Discover other triggers and actions you can use with WildJar and Salesforce Essentials
- Account
- Tracking Number
Try ItTriggerInstant- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- ContactRequired
ActionWrite
- Account NumberRequired
- RecipientRequired
- Message ContentRequired
ActionWrite- Salesforce ObjectRequired
Try ItTriggerPolling- Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- LeadRequired
ActionWrite
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.
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About WildJar
WildJar’s call tracking and intelligence platform helps businesses by connecting phone calls to a customer’s digital journey.
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