Connect Rev AI and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic Extraction
New Submit Sentiment Analysis
New Force Alignment Job
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Rev AI and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is created.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your Rev AI integrations.
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
Submit Sentiment Analysis
Starts an asynchronous job to analyze sentiments in a transcript.
Delete Submit Sentiment Analysis
Delete an existign submit sentiment analysis.
Submit Force Alignment Job
Starts an asynchronous job to obtain precise word timings for an audio file and text transcript.
Delete Submit Force Alignment Job
Delete an existing submit force alignment job.
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Frequently Asked Questions
To start, connect both your Rev AI and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Rev AI triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Rev AI data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Rev AI and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Rev AI and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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