Connect SuperPhone and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Tags Changed
Message Sent
Message Status Updated
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
Create Event
Ready to use SuperPhone and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in SuperPhone.
Contact Updated
Triggers when a specific contact is updated.
Contact Tags Changed
Triggers when a contact tags is changed in SuperPhone.
Message Sent
Triggers when a new message is sent in SuperPhone.
Message Status Updated
Triggers when a specific message is updated.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your SuperPhone integrations.
Create a Contact
Creates a new contact in SuperPhone.
Add Custom Contribution
Add a custom contribution to a SuperPhone contact.
Send Message
Sends a message to your contact with optional files.
Update a Contact
Update a contact details in SuperPhone.
Find a Contact
Find a contact by Contact ID or email and return its details.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your SuperPhone and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperPhone triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how SuperPhone 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 SuperPhone 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 SuperPhone 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 SuperPhone
SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.
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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