Speak2Leads integration with Salesforce
How to Save new Speak2Leads call results as Salesforce tasks
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 "Save new Speak2Leads call results as Salesforce tasks" 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 Speak2Leads integrations
Speak2Leads actions
Nekton can use any feature that is available in Speak2Leads API.
Using our advanced AI, you can easily create custom automations for Speak2Leads.
Here are some typical actions you can do in your automated workflows.
Create Call
Creates a new call.
Call Finished
Triggers when a call is finished.
About Speak2Leads
Speak2Leads converts your new inbound leads into phone calls to your reps to help them respond quickly and persistently and make more sales.