By integrating Thoughtly with Salesforce, you can automate tasks and workflows before, during, and after calls. To integrate with Salesforce, head to the Integrations page and follow the instructions.
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 Record
This trigger fires when a new record is created in Salesforce. An record 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.
