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OpenPhone: Create Case (Partner #)
“Anytime a call recording completed is created in OpenPhone, find record in Salesforce, find or create record in Salesforce, etc.”
created by
Pete Schiller
How Zapier works (57 sec)
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FREE for 14 days
Trusted at companies large and small
This Zap works in 4 steps …
Step 1 - Trigger
Anytime a call recording completed is created in OpenPhone
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Step 2 - Action
Find record in Salesforce
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Step 3 - Action
Find or create record in Salesforce
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Step 4 - Action
Create record in Salesforce
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2 minutes to set up
Get back 22 hrs /week
4 people use this app pairing
This Zap uses the following 2 apps
OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
OpenPhone + Salesforce
Check out all the other ways you can connect OpenPhone and Salesforce.
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