Track all calls in Sheets
Add a call record to Salesforce SO with Zoom Phone.
Then
Advanced: Insert a Record
This Action will insert a record into any SObject and set up to five fields on the new record.
Related services
Create your own Salesforce and Zoom Phone workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
14 triggers, queries, and actions
Advanced: Custom Salesforce Trigger [package required]
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm
New call in call log
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new call is added to a user's call log.
New call recording
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new recording.
New voicemail
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new user voicemail.
Opportunity was won
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Record created or updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.
Get call logs
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the call logs of a user starting with the most recent.
Get recordings
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the recordings of a user starting with the most recent.
Get voicemails
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the voicemails of a user starting with the most recent.
History of record creations or updates
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.
Advanced: Insert a Record
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.
Post Chatter file
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.
Post Chatter link
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.
Post Chatter message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a new message on your Chatter feed or in a group.
Advanced: Custom Salesforce Trigger [package required]
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm
Advanced: Insert a Record
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.
Get call logs
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the call logs of a user starting with the most recent.
Get recordings
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the recordings of a user starting with the most recent.
Get voicemails
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the voicemails of a user starting with the most recent.
History of record creations or updates
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.
New call in call log
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new call is added to a user's call log.
New call recording
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new recording.
New voicemail
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new user voicemail.
Opportunity was won
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Post Chatter file
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.
Post Chatter link
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Salesforce and Zoom Phone
About Salesforce
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
About Zoom Phone
Zoom Phone streamlines communications through a single platform. Global availability, simplified plans, and integration with leading business applications.
Note: Zoom Phone license is required in order to connect the service.
Zoom Phone streamlines communications through a single platform. Global availability, simplified plans, and integration with leading business applications. Note: Zoom Phone license is required in order to connect the service.