CallRail + Salesforce
Create Salesforce records when new forms are captured in CallRail
Ensure each form captured in the CallRail app results in a new record creation in your Salesforce system with this efficient workflow. Instead of manually transferring data, it seamlessly transports the information, saving you time and reducing the risk of errors. Enhance your data management and stay organized consistently.
Ensure each form captured in the CallRail app results in a new record creation in your Salesforce system with this efficient workflow. Instead of manually transferring data, it seamlessly transports the information, saving you time and reducing the risk of errors. Enhance your data management and stay organized consistently.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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