Dialpad + Salesforce
Create Salesforce records when Dialpad states change
Streamline your workflow with this powerful integration. Whenever a call state changes in Dialpad, a corresponding record will be created in Salesforce. This simple automation not only saves you time and effort, but also ensures that your Salesforce records are always up-to-date with your Dialpad activities. Stay organized and efficient with this seamless connection.
Streamline your workflow with this powerful integration. Whenever a call state changes in Dialpad, a corresponding record will be created in Salesforce. This simple automation not only saves you time and effort, but also ensures that your Salesforce records are always up-to-date with your Dialpad activities. Stay organized and efficient with this seamless connection.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Call StatesRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
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SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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