CallRail + Salesforce
Create new Salesforce records from received CallRail sms messages
This workflow kicks in when a text message is received in CallRail, and swiftly creates a new record in your Salesforce system. It helps streamline your customer database, ensuring that each incoming SMS in CallRail is instantly acknowledged and recorded in Salesforce. Experience seamless data management through this automated process, letting you focus on important tasks rather than manual data entry.
This workflow kicks in when a text message is received in CallRail, and swiftly creates a new record in your Salesforce system. It helps streamline your customer database, ensuring that each incoming SMS in CallRail is instantly acknowledged and recorded in Salesforce. Experience seamless data management through this automated process, letting you focus on important tasks rather than manual data entry.
- When this happens...SMS Received
Triggers when an SMS message is received.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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