Answering Service Care + Salesforce
Find and update Salesforce leads from new messages in Answering Service Care
When a new message is created in Answering Service Care, your leads' information will be updated. This integration will search for a record in Salesforce and will update the lead if found. Use this integration to reduce the amount of time to update and manage your leads when a new message is taken.
When a new message is created in Answering Service Care, your leads' information will be updated. This integration will search for a record in Salesforce and will update the lead if found. Use this integration to reduce the amount of time to update and manage your leads when a new message is taken.
- When this happens...New Message
Triggers when a new message is created by Answering Service Care.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Lead
Updates an existing lead in Salesforce.
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Start Date
End Date
Try ItMessage UUIDRequired
Sender NameRequired
Sender Email AddressRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Subject LineRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
New Case Attachment
Triggers when a new Attachment is added to a case.
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New Message
Triggers when a new message is created by Answering Service Care.
Try ItAccount NumberRequired
Channel TypeRequired
Call InstructionsRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
FromRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day(s) of week/Day(s) of month
New Contact
Triggers when a new Contact is created.
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