Salesforce + Synthflow AI

Create calls in Synthflow AI for new leads in Salesforce

Manage your leads more efficiently with this Salesforce to Synthflow AI integration. When a new lead is identified in Salesforce, a call is promptly created in Synthflow AI. This workflow aids in providing swift follow-ups, enabling your team to maximize conversions and nurture relationships.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
automatically do this!
Create Call
Initiates a real-time voice call through the AI assistant.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- 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
- Model IDRequired
- Actions IDs
Action
Write
- TypeRequired
- NameRequired
- PromptRequired
- Large Language ModelRequired
- LanguageRequired
- Greeting MessageRequired
- Voice IDRequired
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- IdentifierRequired
- Description
- Examples
Action
Write
- ContentRequired
- InstructionsRequired
Action
Write
- IdentifierRequired
- Description
Action
Write
- Model IDRequired
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- QueryRequired
- User IDRequired
Action
Write
- Model IDRequired
Action
Write
- Model IDRequired
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action IDRequired
- Identifier
- Description
- Choices
Action
Write
- Action IDRequired
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call IDRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- 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
- Agent IDRequired
Trigger
Instant
Try It
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Meeting confirmationRequired
- Booking titleRequired
Action
Write
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Integration
- SMS
- SMS message
- User Email
Action
Write
- IdentifierRequired
- Description
- Choices
Action
Write
- PhoneRequired
- InstructionsRequired
- TimeoutRequired
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- Actions
Action
Write
List Actions
Get all the actions available
Action
Write
- Model IDRequired
- Phone NumberRequired
- NameRequired
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action IDRequired
- Identifier
- Description
- Examples
Action
Write
- Action IDRequired
- Content
- Instructions
Action
Write
- Action IDRequired
- Identifier
- Description
Action
Write

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

About Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

Learn more

Related categories

Artificial Intelligence

Salesforce + Synthflow AI

Create calls in Synthflow AI for new leads in Salesforce

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

Attach Action

Create Assistant

Create Information Extractor Open Question Action

Create SMS Action

Create Information Extractor Yes No Action

Delete Assistant

Get Action

Text - Generate Response

Get Assistant

Update Assistant

Update Booking GHL Action

Update Information Extractor Single Choice Action

Update Transfer Call Action

Get Call

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

Phone Call Completed

Create Booking GHL Action

Create Booking Calcom Action

Create Information Extractor Single Choice Action

Create Transfer Call Action

Delete Action

Detach Action

List Actions

Create Call

List Assistants

Update Booking Calcom Action

Update Information Extractor Open Question Action

Update SMS Action

Update Information Extractor Yes No Action

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Synthflow AI

Related categories