JustCall + Salesforce

Add new Salesforce records to JustCall sales dialer campaigns

Enhance your sales operations with this unified workflow integrating Salesforce and JustCall. As soon as a new record appears in Salesforce, it swiftly gets added to your JustCall Sales Dialer Campaign. This provides a streamlined way for sales teams to follow up on fresh leads and ensures no opportunities remain unnoticed. A clever solution for busy sales teams to stay efficient and manage their tasks effectively.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
[Legacy] Add to Sales Dialer Campaign
This action allows you to add a contact to an existing Sales Dialer Campaign.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
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[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
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SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
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Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
Try It
SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
Try It
Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Call IdRequired
Action
Write
- Customer/Client NumberRequired
- JustCall Number
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

JustCall + Salesforce

Add new Salesforce records to JustCall sales dialer campaigns

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Call AI Report Generated

Call Completed (Sales Dialer)

Call Updated (Sales Dialer)

Incoming Caller Enters Queue

New Incoming Call

New Appointment

[Legacy] Call Ended

SMS Sent or Received

New Voicemail

SMS Delivery Status Updated

SMS Sent

[Legacy] Call Updated

Add Contact to Sales Dialer Campaign

[Legacy] Check for Text Replies

Create Contact

[Legacy] Send a Multimedia Text Message

Send a Multi-Media Message

Send a Text Message

Find Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

AI Voice Agent Data Generated for Call

Call Answered

Call Initiated

[Legacy] Incoming Call

Incoming Caller Exits Queue

Missed Call

Call Completed

New Contact

[Legacy] New Text

Call AI Report Generated (Sales Dialer)

SMS Received

Call Updated

[Legacy] Add to Sales Dialer Campaign

Get Voice Agent Data

Check Reply to SMS

Delete Contact From Sales Dialer Campaign

Schedule a Text Message

[Legacy] Send a Text Message

Update Contact

Find Contact in Sales Dialer

About JustCall

Related categories