Salesforce + Secretaría.es + Filter by Zapier
Create Salesforce records for new Secretaría.es call notes
When Secretaría.es handles a call from one of your customers, prospects, or leads, you'll would want to create a record in Salesforce. This Zapier automation will do it for you! Make sure you choose the right call reason to filter out callnotes which do not warrant a record creation in Salesforce. You can also decide which record to create in Salesforce based on the call reason. Please refer to your Secretaría.es account for your configured call reasons.
When Secretaría.es handles a call from one of your customers, prospects, or leads, you'll would want to create a record in Salesforce. This Zapier automation will do it for you! Make sure you choose the right call reason to filter out callnotes which do not warrant a record creation in Salesforce. You can also decide which record to create in Salesforce based on the call reason. Please refer to your Secretaría.es account for your configured call reasons.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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