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Best answer

How to send automated voicemails in SlyBroadcast to Salesforce clients?

  • 13 August 2021
  • 1 reply
  • 30 views
T

Zapier connects our SlyBroadcast and Jungo/Salesforce and it works just fine sending a voicemail one at a time and groups.  We want a Zap workflow that will trigger/send voicemails to Clients during their mortgage loan process, eg:  “Clear to Close.”     

I have yet to find a way to make this happen.  Anyone have suggestions or link to video/instructions?

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Best answer by Troy Tessalone 13 August 2021, 16:23

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @TeamMcCauley 

Try these steps…

  1. Trigger: Salesforce - Updated Field on Record
  2. Action: Filter (for the desired value)
  3. Action: Slybroadcast - Start New Campaign

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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