Salesforce + VoIP.ms

Salesforce + VoIP.ms integrations

Update records in Salesforce with new call recordings in VoIP.ms

This Zap lets you retrieve information on the last call with a client, without the hassle of manual searching. With this integration, your record will be updated on Salesforce when a call is recorded on VoIP.ms. Improve the quality of your client service by optimizing your organization!

When this happens...
Call RecordingsTriggers when a new call recording is created.
TriggerPolling
automatically do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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More things you can do with VoIP.ms and Salesforce

Discover other triggers and actions you can use with VoIP.ms and Salesforce

- Account
  Required
- Start
- Length
- Date From
  Required
- Date To
  Required
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- From
- To
- Folder
Trigger
Polling
Try It
- Range
  Required
- Type
- From
- To
Trigger
Polling
Try It
- Phonebook ID
- Name
Trigger
Polling
Try It

- Client
  Required
Trigger
Polling
Try It
- Mailbox ID
Trigger
Polling
Try It

- Date From
- Date to
- Predefined Range
- Type
  Required
Action
Write
- DID
  Required
- Destination
  Required
- Message
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Date From
  Required
- Date to
  Required
- Answered
- No Answer
- Busy
- Failed
- Time Zone
  Required
- Call Type
- Call Billing
- Account
Trigger
Polling
Try It
Get List of Clients
Triggers when a new client were created.
Trigger
Polling
Try It
- Fax Number
Trigger
Polling
Try It
Get Music on Hold
Triggers when a new Music On Hold record is created.
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It
- From
- To
- SMS ID
- Message Type
  Required
Trigger
Polling
Try It
- Client
- DID
Trigger
Polling
Try It
- Number
  Required
- Sender Name
  Required
- From
  Required
- Send Email Copy
- Send Email
- Station ID
- File or Text
  Required
Action
Write
- Firstname
  Required
- Lastname
  Required
- Company
- Address
  Required
- ZIP
  Required
- Country
  Required
- City
  Required
- State
  Required
- Phone Number
  Required
- E-Mail
  Required
- Confirmation e-mail
  Required
- Password
  Required
- Confirmation Password
  Required
- Activate Client?
  Required
- Balance Management
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About VoIP.ms

VoIP.ms is a cloud-based, self-serve and contract-free communication platform. It enables business and home users with voice, SMS, and fax.

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Related categories

Phone & SMS

Related Zap Templates

Create Salesforce records from newly VoIP.ms calls

Create Salesforce records for new calls on VoIP.ms

Send text messages in VoIP.ms when new records are created in Salesforce