Salesforce + tl;dv
Create Salesforce notes from new tl;dv transcripts
Easily manage your Salesforce notes by automatically creating a new note each time a transcript is added in the tl;dv app. This seamless workflow ensures that you can keep track of crucial updates and information without having to manually update the Salesforce system. It streamlines your process, cuts time and maximizes efficiency in managing your customer interactions.
Easily manage your Salesforce notes by automatically creating a new note each time a transcript is added in the tl;dv app. This seamless workflow ensures that you can keep track of crucial updates and information without having to manually update the Salesforce system. It streamlines your process, cuts time and maximizes efficiency in managing your customer interactions.
- When this happens...Transcript Added
Triggers when a new transcript is created.
- automatically do this!Create Note
Creates a new note and links it to a parent record
- Free forever for core features
- 14 day trial for premium features & apps
