RingMind + Salesforce
BetaLet your assistant look up callers, capture leads and log call outcomes in Salesforce.
Beta: you can connect this integration with your own Salesforce account today. It's built and tested, but not yet verified with every account type.
What your assistant can do
- Look up a contact
- Create a lead
- Log a call outcome
- Create a follow-up task
You choose which of these actions each assistant may use. Assistants are never allowed to move money or delete records.