Salesforce integration with Ricochet - Speed to Contact
How to Create Ricochet leads 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 Ricochet leads 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 Ricochet - Speed to Contact integrations
Ricochet - Speed to Contact actions
Nekton can use any feature that is available in Ricochet - Speed to Contact API.
Using our advanced AI, you can easily create custom automations for Ricochet - Speed to Contact.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
Create Task
Creates a new Task.
Lead Status Changes
Triggers when a lead status changes.
New Lead
Triggers when a new lead created.
About Ricochet - Speed to Contact
Ricochet Dialer & CRM official Nekton integration