CRMs
Salesforce
Integrate with Salesforce
Triggers
Triggers are available via Automations. You can use them to start your Automations, such as for initiating a call or sending an SMS.New Object
This trigger fires when a new object is created in Salesforce. An object is a table that stores data in Salesforce, such as a contact, account, or opportunity.Actions
Actions are available both via Mid-Call Actions and Automations. You can give your Voice Agents access to these Actions so they can perform tasks in Salesforce during a call, or use them in Automations to automate tasks before and after calls.Execute SOQL Query
This action executes a SOQL query in Salesforce. SOQL (Salesforce Object Query Language) is used to search your organization’s Salesforce data for specific information.Create Object
This action creates an object in Salesforce. An object is a table that stores data in Salesforce, such as a contact, account, or opportunity.Update Object
This action updates an object in Salesforce.Delete Object
This action deletes an object in Salesforce.Was this page helpful?