OpenPhone + Salesforce

Create or update OpenPhone contacts for new Salesforce contacts

Never miss out on building relationships with new leads. This workflow activates whenever a new contact is added in Salesforce, ensuring their information is promptly updated or created in OpenPhone. Stay organized and efficient by handling contact management across platforms in a streamlined manner. Save time by relying on this straightforward automation.

Never miss out on building relationships with new leads. This workflow activates whenever a new contact is added in Salesforce, ensuring their information is promptly updated or created in OpenPhone. Stay organized and efficient by handling contact management across platforms in a streamlined manner. Save time by relying on this straightforward automation.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier