PhoneTrack integration with Salesforce
How to Create leads in Salesforce when PhoneTrack calls end
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 leads in Salesforce when PhoneTrack calls end" 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 PhoneTrack integrations
PhoneTrack actions
Nekton can use any feature that is available in PhoneTrack API.
Using our advanced AI, you can easily create custom automations for PhoneTrack.
Here are some typical actions you can do in your automated workflows.
Call Ended
Triggers when a call has ended.
About PhoneTrack
PhoneTrack is a call tracking platform that assists sales teams, service management and marketing.