Create new case in Salesforce from Twilio call recording, find contact, and include call details
Create new case in Salesforce from Twilio call recording, find contact, and include call details
Create new cases in Salesforce when a new call recording is available in Twilio. Link each case to the appropriate contact and include relevant call details for faster case management and improved customer service.
Workflow preview:
Zap details:
Overview
Create new cases in Salesforce when a new call recording is available in Twilio. Link each case to the appropriate contact and include relevant call details for faster case management and improved customer service.