How to connect SuperPhone + Salesforce
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- Contact CreatedTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact's details are updated.Trigger
- Message ReceivedTriggers when a new message is received.Trigger
- Message SentTriggers when a new message is sent.Trigger
- Tag AddedTriggers when a tag is added to a contact.Trigger
- Add Custom ContributionAdd a custom contribution to a contact.Action
- Add TagsAdd a tag to an existing contact.Action
- Create a ContactCreates a contact.Action
- SuperPhone
Remove a tag from an existing contact.
Scheduled
Action
- SuperPhone
Send a message to a contact or phone number.
Scheduled
Action
- SuperPhone
Updates existing contact.
Scheduled
Action
- SuperPhone
Check if a contact exists for a given phone number and/or email. If a contact does exist, it's information is passed along with the response.
Scheduled
Action
- SuperPhone
Find a contact by providing a Contact ID.
Scheduled
Action
- SuperPhone
Find a contact by providing either an email or a mobile number.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How SuperPhone + Salesforce Integrations Work
- Step 1: Authenticate SuperPhone and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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