OpenPhone + Salesforce
Create Salesforce records from completed OpenPhone calls
Boost your efficiency with this streamlined automation between OpenPhone and Salesforce. Whenever a call is completed in OpenPhone, a new record will be created within Salesforce. Simplifying record-keeping and improving your customer relationship management, this workflow eliminates manual data entry and ensures all conversations are documented and easily accessible within your Salesforce account.
Boost your efficiency with this streamlined automation between OpenPhone and Salesforce. Whenever a call is completed in OpenPhone, a new record will be created within Salesforce. Simplifying record-keeping and improving your customer relationship management, this workflow eliminates manual data entry and ensures all conversations are documented and easily accessible within your Salesforce account.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
