Salesforce integration with Freshcaller
How to Add new Salesforce contacts to Freshcaller
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 Salesforce contacts to Freshcaller" 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 Freshcaller integrations
Freshcaller actions
Nekton can use any feature that is available in Freshcaller API.
Using our advanced AI, you can easily create custom automations for Freshcaller.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a contact on the caller account.
Missed Call
Triggers when there is a missed or an abandoned call (inbound/outbound).
Voicemail
Triggers when a call reaches voicemail.
Call Completed
Triggers when a call is completed (inbound/outbound).
Notes Available
Triggers when a user takes call notes for any call (inbound/outbound).
About Freshcaller
Freshcaller is a cloud-based phone system for businesses of all sizes.