Ruler Analytics integration with Salesforce
How to Update Salesforce leads when there are new Ruler Analytics phone calls
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 "Update Salesforce leads when there are new Ruler Analytics phone calls" 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 Ruler Analytics integrations
Ruler Analytics actions
Nekton can use any feature that is available in Ruler Analytics API.
Using our advanced AI, you can easily create custom automations for Ruler Analytics.
Here are some typical actions you can do in your automated workflows.
Missed Call
Triggers when a new missed call is detected.
New Company
Triggers when a new company has visited your site.
New Opportunity
Triggers when new revenue occurs on your site.
New Call
Triggers when a new call is created.
New Conversion
Triggers when a new conversion occurs on your site.
New Revenue
Triggers when new revenue occurs on your site.
About Ruler Analytics
Ruler Analytics is a visitor level analytics product that tracks customer journeys, conversions, phone calls & companies looking at your site.