Integrate with Salesforce

Step 1. Install the Synthflow Salesforce App

You’ll need to have a Synthflow account before you start.

Install the Synthflow app from the AppExchange.

Step 2. Create a Call Action

In your Salesforce dashboard, select Process Automation > Flows on the left-hand sidebar. Click New Flow in the top-right corner.

Select Start from Scratch and click Next. Select Record-Triggered Flow and click Create.

Select Contact under Object and A record is created under Trigger the Flow When.

Under Set Entry Conditions, select All Condition Requirements Are Met (AND). Enter this configuration:

Field	Operator	Value
LeadSource	Equals	Phone Inquiry
LeadSoruce	Is Changed	True
MobilePhone	Is Null	False

Close the configuration form (click the cross icon under Activate).

Click the plus icon and select the Action element. Select Apex > Make a Call.

Under Set Input Values for the Selected Action, select these variables:

Field	Value
Name of Customer	Triggering Contact > Full Name
Phoen Number	Triggering Contact > Mobile Phone
Record ID	Triggering Contact > Contact ID

Close the configuration form (click the cross icon under Activate) and click Save. Name your flow and add an API name for it. Click Save and Activate.