Salesforce + Sangoma

Create Salesforce records for new inbound Sangoma calls

Improve efficiency in your customer relations efforts with this automation. When new inbound calls come in from the Sangoma app, this workflow instantly creates a record in Salesforce. It's a seamless way to ensure every call gets logged, offering a robust solution for managing customer interactions. Stay organized, responsive and efficient with this simple yet effective business process.

Improve efficiency in your customer relations efforts with this automation. When new inbound calls come in from the Sangoma app, this workflow instantly creates a record in Salesforce. It's a seamless way to ensure every call gets logged, offering a robust solution for managing customer interactions. Stay organized, responsive and efficient with this simple yet effective business process.

  1. When this happens...
    SangomaSangoma
    New Inbound Call

    Triggers when a New Inbound Call is received on your PBX.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • Sangoma triggers, actions, and search

    New Inbound Call

    Triggers when a New Inbound Call is received on your PBX.

    Trigger
    Instant
    Try It
    • Call UUIDRequired

    Action
    Search
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sangoma-freepbxpbxact logo
sangoma-freepbxpbxact logo

About Sangoma

Sangoma is a leading voice and Unified Communications (UC) solution provider.

Related categories

  • Phone & SMS