1.Parses incoming report emails
Integrate Mailparser and email parsing tools to receive parsed emails and attachments and extract call totals to variables.
Update sales rep 30 day call hours record
Automatically monitor parsed email reports across Mailparser and Salesforce. Create and update when new reports arrive, attachments parse successfully, or call totals are parsableβso you can update 30-day call hours, refresh rep activity records, and add update notes without manual entry.
How this automation updates your rep 30-day call hours
When a new email is parsed, missed or outdated totals can slow coaching decisions and reporting. This automation monitors parsed reports and finds the right Salesforce user and updates 30-day call hours and notesβso your team can keep rep activity current.
Mailparseror swap with your favorite app
2.Finds matching Salesforce user
Integrate Salesforce and CRM record lookups to search the User object by parsed first and last name to select the right user.
Salesforceor swap with your favorite app
3.Updates 30-day call hours
Integrate Salesforce and CRM record updates to map the parsed call total to the 30-day call hours field and save an update note.
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