Salesforce + Hipcall-Integration

Salesforce

Salesforce ist eine führende Enterprise-Kundenbeziehungsmanagement-Software (CRM), mit der Sie Ihre Kunden verwalten können.

Wenn dies geschieht (Trigger)

Tun Sie dies (Aktionen)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Salesforce
New Contact
Triggers when a new contact is created to your account.
Salesforce
New Task
Triggers when a new task is created to your account.
Salesforce
Update Contact
Triggers when an existing contact is updated to your account.
Salesforce
Updated Records
Triggers when the record is updated.
Salesforce
New Account
Triggers when a new account is created.
Salesforce
New Opportunity
Triggers when a new opportunity is created to your account.
Salesforce
Opportunity Updated
Triggers when an existing opportunity is updated.
Salesforce
Updated Field on Record
Triggers when a specific field on a record is updated.
Salesforce
New Lead
Triggers when a new lead is created to your account.
Salesforce
Lead Updated
Triggers when an existing lead is updated.
Salesforce
Create Record
Creates a new record to the specified Salesforce object (i.e. Contact, Lead etc.).
Salesforce
Update Record
Updates an existing record for a specified Salesforce object (i.e. Contact, Lead, Opportunity etc.)
Salesforce
Create Account
Creates a new account.
Salesforce
Update Account
Updates an existing account.
Salesforce
Create Campaign
Creates a new campaign.
Salesforce
Update Campaign
Updates an existing campaign.
Salesforce
Create Contact
Create a new contact to your contact list.
Salesforce
Update Contact
Updates an existing contact in your contact list.
Salesforce
Create Lead
Creates a new lead to your account.
Salesforce
Update Lead
Updates an existing lead.
Salesforce
Create Task
Creates a new task and assigns it to the user.
Salesforce
Update Task
Updates an existing task.
Salesforce
Create Note
Creates a note to your accounts.
Salesforce
Update Note
Updates an existing note.
Salesforce
Create Product
Create a new product.
Salesforce
Update Product
Update an existing product.
Salesforce
Create Order
Create a new order.
Salesforce
Update Order
Update an existing order.
Salesforce
Get Fields Name
List all field's names.
Salesforce
Add Lead to a Campaign
Adds existing lead to an existing campaign
Salesforce
Add Contact to a Campaign
Adds existing contact to an existing campaign
Salesforce
Search Record
Searches a record of salesforce object by a field and value you select.
Salesforce
Search Record by Query
Searches a record of salesforce object using SOQL WHERE Clause.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.