***

title: Salesforce
subtitle: null
slug: integrate-with-salesforce
description: null
-----------------

## Install the Synthflow Salesforce App

<Tip>
  You'll need to have a Synthflow Enterprise plan before you start.
</Tip>

Install the [Synthflow app](https://appexchange.salesforce.com/appxListingDetail?listingId=b3c5184b-8f61-48c9-be81-b8672b6bd33e) from the AppExchange.

## Create a Call Action

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

  <Step>
    Select **Start from Scratch** and click **Next**. Select **Record-Triggered Flow** and click **Create**.
  </Step>

  <Step>
    Select **Contact** under Object and **A record is created** under Trigger the Flow When.
  </Step>

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

    <table>
      <tr>
        <th>
          Field
        </th>

        <th>
          Operator
        </th>

        <th>
          Value
        </th>
      </tr>

      <tr>
        <td>
          LeadSource
        </td>

        <td>
          Equals
        </td>

        <td>
          Phone Inquiry
        </td>
      </tr>

      <tr>
        <td>
          LeadSource
        </td>

        <td>
          Is Changed
        </td>

        <td>
          True
        </td>
      </tr>

      <tr>
        <td>
          MobilePhone
        </td>

        <td>
          Is Null
        </td>

        <td>
          False
        </td>
      </tr>
    </table>
  </Step>

  <Step>
    Close the configuration form (click the cross icon under Activate).
  </Step>

  <Step>
    Click the plus icon and select the **Action** element. Select **Apex** > **Make a Call**.
  </Step>

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

    <table>
      <tr>
        <th>
          Field
        </th>

        <th>
          Value
        </th>
      </tr>

      <tr>
        <td>
          Name of Customer
        </td>

        <td>
          Triggering Contact > Full Name
        </td>
      </tr>

      <tr>
        <td>
           Phoen Number 
        </td>

        <td>
          Triggering Contact > Mobile Phone 
        </td>
      </tr>

      <tr>
        <td>
          Record ID
        </td>

        <td>
          Triggering Contact > Contact ID 
        </td>
      </tr>
    </table>
  </Step>

  <Step>
    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**.
  </Step>
</Steps>