Connect Salesforce Essentials to OpenPhone
Workload lets you integrate Salesforce Essentials with OpenPhone in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Salesforce Essentials...
Then do this action in OpenPhone!
How to Integrate Salesforce Essentials and OpenPhone
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1. Authenticate your Salesforce Essentials and OpenPhone accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Salesforce Essentials and OpenPhone Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Salesforce Essentials + OpenPhone Integrations
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Essentials Apps
Yes! Salesforce Essentials and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce Essentials through it’s OAuth2.0 connection.
Prices for Salesforce Essentials vary according to usage. For the most accurate pricing, visit https://salesforce-essentials.com/pricing for more details.
About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Related CategoriesPhone & SMS
Similar OpenPhone Apps
Yes! OpenPhone and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to OpenPhone through it’s OAuth2.0 connection.
Prices for OpenPhone vary according to usage. For the most accurate pricing, visit https://openphone.com/pricing for more details.