Tracking leads in a CRM? Set up this integration and automatically create a contact in Salesforce when you receive a phone call in Salesmsg.
Note: This will only create a new contact with just a phone number and you must have call forwarding enabled in Salesmsg
How this Salesmsg-Salesforce integration works
- When a new phone call comes in through Salesmsg
- A new contact is created in Salesforce
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Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a new text message is received.
Create a new contact.
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