Salesforce integration with Slidecast
How to Add Slidecast contacts 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 "Add Slidecast contacts 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 Slidecast integrations
Slidecast actions
Nekton can use any feature that is available in Slidecast API.
Using our advanced AI, you can easily create custom automations for Slidecast.
Here are some typical actions you can do in your automated workflows.
Delete Contact
Deletes a contact in Slidecast
Send a Text Message
Sends a Text Message to a Contact
Add or Edit Contact
Add a new contact or edit an existing contact in Slidecast
Send a Self-Guided Slidecast
Creates a new contact (or finds an existing contact) and sends them a selected Slidecast presentation
Text Me
Send me a Text Message
Start a Voice Call
Starts a Voice Call with your contact
About Slidecast
Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.