Salesforce + Synthflow AI

Salesforce + Synthflow AI integrations

Create calls in Synthflow AI for new leads in Salesforce

Manage your leads more efficiently with this Salesforce to Synthflow AI integration. When a new lead is identified in Salesforce, a call is promptly created in Synthflow AI. This workflow aids in providing swift follow-ups, enabling your team to maximize conversions and nurture relationships.

When this happens...
New LeadTriggers when a new Lead is created.
TriggerPolling
automatically do this!
Create CallInitiates a real-time voice call through the AI assistant.
ActionWrite

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More things you can do with Salesforce and Synthflow AI

Discover other triggers and actions you can use with Salesforce and Synthflow AI

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Agent ID
  Required
Trigger
Instant
Try It
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Meeting confirmation
  Required
- Booking title
  Required
Action
Write
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Identifier
  Required
- Description
- Choices
Action
Write
- Phone
  Required
- Instructions
  Required
- Timeout
  Required
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Actions
Action
Write
List Actions
Get all the actions available
Action
Write
- Model ID
  Required
- Phone Number
  Required
- Name
  Required
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action ID
  Required
- Identifier
- Description
- Examples
Action
Write
- Action ID
  Required
- Content
- Instructions
Action
Write
- Action ID
  Required
- Identifier
- Description
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Model ID
  Required
- Actions IDs
Action
Write
- Type
  Required
- Name
  Required
- Prompt
  Required
- Large Language Model
  Required
- Language
  Required
- Greeting Message
  Required
- Voice ID
  Required
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- Identifier
  Required
- Description
- Examples
Action
Write
- Content
  Required
- Instructions
  Required
Action
Write
- Identifier
  Required
- Description
Action
Write
- Model ID
  Required
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Query
  Required
- User ID
  Required
Action
Write
- Model ID
  Required
Action
Write
- Model ID
  Required
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action ID
  Required
- Identifier
- Description
- Choices
Action
Write
- Action ID
  Required
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call ID
  Required
Action
Search

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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About Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

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