Salesforce + Synthflow AI
Create calls in Synthflow AI for new leads in Salesforce
Manage your leads more efficiently with this Salesforce to Synthflow AI integration. When a new lead is identified in Salesforce, a call is promptly created in Synthflow AI. This workflow aids in providing swift follow-ups, enabling your team to maximize conversions and nurture relationships.
Manage your leads more efficiently with this Salesforce to Synthflow AI integration. When a new lead is identified in Salesforce, a call is promptly created in Synthflow AI. This workflow aids in providing swift follow-ups, enabling your team to maximize conversions and nurture relationships.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CallInitiates a real-time voice call through the AI assistant.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModel IDRequired
Actions IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
PromptRequired
Large Language ModelRequired
LanguageRequired
Greeting MessageRequired
Voice IDRequired
Description
Phone Number
External Webhook URL
Record Conversations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdentifierRequired
Description
Examples
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
InstructionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdentifierRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
QueryRequired
User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
Name
Prompt
Large Language Model
Language
Greeting Message
Voice ID
Phone Number
External Webhook URL
Record Conversations
Voice Stability
Voice Similarity Boost
Voice Optimize Streaming Latency
Voice Style
Speaker boost
Max Idle Duration in Seconds
Initial Pause Before Speaking
Custom vocabulary
Ring Pause Seconds
Patience Level
Call duration
Limit Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Starting meeting date
Max slots
Number of days
Hours of difference
Timezone
Meeting confirmation
Booking title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Identifier
Description
Choices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Phone
Instructions
Timeout
Digits
Initiating Message
Goodbye Message
Failed Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStarting meeting dateRequired
Max slots
Hours of difference
Number of days
TimezoneRequired
Calendar IDRequired
Meeting confirmationRequired
Booking titleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting meeting dateRequired
Max slots
Hours of difference
Number of days
TimezoneRequired
Calendar IDRequired
Integration
SMS
SMS message
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdentifierRequired
Description
Choices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
InstructionsRequired
TimeoutRequired
Digits
Initiating Message
Goodbye Message
Failed Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
Actions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
List Actions
Get all the actions available
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model IDRequired
Phone NumberRequired
NameRequired
Custom variables
Lead Email
Lead Timezone
Prompt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Assistants
Gets all the assistants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Starting meeting date
Max slots
Number of days
Hours of difference
Timezone
Integration
SMS
SMS message
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Identifier
Description
Examples
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Content
Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
Identifier
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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