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Salesforce + Sangoma

Update Salesforce records with new Sangoma outbound calls

Tracking your lead calls by hand? Easily log important call details with this integration. As soon as it's active, this Zap automatically finds and updates a record in Salesforce for each new outbound call in Sangoma.

Tracking your lead calls by hand? Easily log important call details with this integration. As soon as it's active, this Zap automatically finds and updates a record in Salesforce for each new outbound call in Sangoma.

  1. When this happens...
    SangomaSangoma
    New Outbound Call

    Triggers when a New Outbound Call is placed on your PBX.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Sangoma triggers, actions, and search

    New Inbound Call

    Triggers when a New Inbound Call is received on your PBX.

    Trigger
    Instant
    Try It
    • Call UUIDRequired

    Action
    Search
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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sangoma-freepbxpbxact logo

About Sangoma

Sangoma is a leading voice and Unified Communications (UC) solution provider.

Related categories