CallRail + Salesforce
Create new Salesforce leads from received sms in CallRail
Never miss an opportunity or let a potential lead slip through the cracks with this workflow. When you receive a new SMS in the CallRail app, it will instantly create a lead in your Salesforce app. It's a seamless way to stay organized and ensure every prospect is promptly followed up with, improving your productivity and efficiency in managing customer interactions.
Never miss an opportunity or let a potential lead slip through the cracks with this workflow. When you receive a new SMS in the CallRail app, it will instantly create a lead in your Salesforce app. It's a seamless way to stay organized and ensure every prospect is promptly followed up with, improving your productivity and efficiency in managing customer interactions.
- When this happens...SMS Received
Triggers when an SMS message is received.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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