Dialpad + Salesforce
Create new Salesforce leads from new Dialpad sms messages
Start converting new business leads faster and more efficiently with this integration. When a new SMS message is created in Dialpad, a corresponding lead is instantly formed in your Salesforce app. This allows your sales team to reach out quickly, improving your response rate and potentially increasing conversions. Keep track of your contacts conveniently and maintain smoother communication between your telecommunication and sales efforts.
Start converting new business leads faster and more efficiently with this integration. When a new SMS message is created in Dialpad, a corresponding lead is instantly formed in your Salesforce app. This allows your sales team to reach out quickly, improving your response rate and potentially increasing conversions. Keep track of your contacts conveniently and maintain smoother communication between your telecommunication and sales efforts.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
