Log completed calls as tasks in Salesforce, find relevant work orders, and create new records
Log completed calls as tasks in Salesforce, find relevant work orders, and create new records
Log completed calls in Salesforce as tasks linked to relevant work orders. Use OpenPhone to trigger when calls end, find the associated records, and create new tasks, ensuring accurate tracking and improved customer management.
Zap details:
Overview
Log completed calls in Salesforce as tasks linked to relevant work orders. Use OpenPhone to trigger when calls end, find the associated records, and create new tasks, ensuring accurate tracking and improved customer management.