Salesforce

    Create Leads, Tasks, Events, or publish Platform Events based on call outcomes

    Goal → Create Leads/Tasks/Events or publish Platform Events based on call outcomes.

    Ways to connect

    1) Post-call webhooks → your backend → Salesforce APIs

    Receive call summary, map fields, then call Salesforce REST API to create records.

    • Receive call summary and map fields to Salesforce objects
    • Call Salesforce REST API to create Lead/Task/Event1
    • Tasks can be related to Contacts/Leads via TaskRelation
    • Optionally publish Platform Events for real-time downstream flows2

    2) Zapier (no code)

    Use the Salesforce Zapier app (premium) to create records when qualified calls are logged.

    • Use the Salesforce Zapier app (premium)3
    • Create Leads/Contacts/Opportunities automatically
    • Trigger on qualified call events
    • No coding required for setup

    3) Direct API

    Use OAuth + REST to upsert records and relate them to Accounts/Contacts.

    • Use OAuth + REST for secure authentication
    • Upsert records and relate them to Accounts/Contacts4
    • Salesforce object/field reference covers payload schemas
    • Full control over record relationships and data

    Demo (0:20) 🎧

    New lead from phone → webhook → POST /sobjects/Lead + Task follow-up at tomorrow 9am

    Works with:Notes And Follow Ups, Crm And Calendar Sync
    Compare:Hubspot

    References

    1. Salesforce REST API for Lead/Task/Event creation and TaskRelation
    2. Salesforce Platform Events for real-time subscriber flows
    3. Zapier Salesforce Integration (Premium)
    4. Salesforce Object and Field Reference for payload schemas

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