OpenPhone + Salesforce
Create Salesforce notes from new OpenPhone messages received
Start managing your business communications more effectively with this seamless workflow. When you receive a new message in OpenPhone, a note is instantly created in Salesforce. This enables you to keep track of conversations for future reference, improving your customer relationship management. This automatic system ensures no communication is left behind, enhancing efficiency and organization.
Start managing your business communications more effectively with this seamless workflow. When you receive a new message in OpenPhone, a note is instantly created in Salesforce. This enables you to keep track of conversations for future reference, improving your customer relationship management. This automatic system ensures no communication is left behind, enhancing efficiency and organization.
- When this happens...Incoming Message Received
Triggers when you receive a message.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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