Salesforce integration with Call Assist
How to Call new Salesforce leads using Call Assist, routing to a team first
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 "Call new Salesforce leads using Call Assist, routing to a team first" 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 Call Assist integrations
Call Assist actions
Nekton can use any feature that is available in Call Assist API.
Using our advanced AI, you can easily create custom automations for Call Assist.
Here are some typical actions you can do in your automated workflows.
Find Lead
Finds an existing Lead
Scheduled Call to Team or Lead
Schedules a Call to a Team or Lead at a specified time.
Make Call to Team or Lead
Calls a Lead and plays your recorded message or a Team connecting the agent to the lead.
Create or Update Lead
Creates a new lead if it does not exist. Updates a Lead if it exists.
Call Completed
Triggers when a call has been made to a Lead and the call completes.
Lead Updated or Tagged
Triggers when a lead has been updated.
About Call Assist
Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.