Salesforce Essentials + WildJar
Create new Salesforce Essentials records from new WildJar phone calls
Streamline your sales process with this workflow. When a new phone call occurs in WildJar, a new record is instantly created in Salesforce Essentials. This integration ensures every crucial call information is logged accurately in your Salesforce Essentials account, making it easier to keep track of potentials leads and maintain customer database without the need for manual data entry.
Streamline your sales process with this workflow. When a new phone call occurs in WildJar, a new record is instantly created in Salesforce Essentials. This integration ensures every crucial call information is logged accurately in your Salesforce Essentials account, making it easier to keep track of potentials leads and maintain customer database without the need for manual data entry.
- When this happens...New Phone Call
Triggers when a call has finished.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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