CrazyCall integration with Salesforce
How to Add new missed project calls from CrazyCall to Salesforce as tasks
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 "Add new missed project calls from CrazyCall to Salesforce as tasks" 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 CrazyCall integrations
CrazyCall actions
Nekton can use any feature that is available in CrazyCall API.
Using our advanced AI, you can easily create custom automations for CrazyCall.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact for a project.
New Missed Project Call
Triggers when an incoming call is missed in a specific project. Do not use this trigger if the same phone number is added to multiple projects.
New Successful Call
Triggers when a call is saved as successful.
New Missed Call
Triggers when an incoming call is missed.
About CrazyCall
CrazyCall is a browser-based calling application. It allows you to make and take calls directly from your browser.