Salesforce integration with Aloware
How to Create Aloware contacts from new Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Aloware contacts from new Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Aloware integrations
Aloware actions
Nekton can use any feature that is available in Aloware API.
Using our advanced AI, you can easily create custom automations for Aloware.
Here are some typical actions you can do in your automated workflows.
Create/Update Contact
Creates/Updates a contact on your Aloware account.
Establish Two-Legged Call
Establish a two-legged call with your Aloware account.
For more information, go to Aloware >> Integrations >> Two-Legged Call API
Send RVM
Send an RVM with your Aloware account.
For more information, go to Aloware >> Integrations >> RVM API
Enroll Contact to Sequence
Enrolls a contact to a sequence on your Aloware account.
For more information, go to Aloware >> Integrations >> Sequences API
Number Lookup
Search for the number's information with your Aloware account.
For more information, go to Aloware >> Integrations >> Number Lookup API
Send SMS
Send an SMS with your Aloware account.
About Aloware
Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.