

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically log OpenPhone calls and texts in Salesforce, creating a unified customer view. Latenode’s visual editor and flexible JavaScript nodes make custom data mapping simple, and you only pay for the execution time, lowering operational costs.
Connect OpenPhone and Salesforce in minutes with Latenode.
Create OpenPhone to Salesforce workflow
Start for free
Automate your workflow
Swap Apps
OpenPhone
Salesforce
No credit card needed
Without restriction
Create a New Scenario to Connect OpenPhone and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Salesforce will be your first step. To do this, click "Choose an app," find OpenPhone or Salesforce, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the OpenPhone node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
OpenPhone
⚙
Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the OpenPhone and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the OpenPhone and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Salesforce
Trigger on Webhook
⚙
OpenPhone
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring OpenPhone, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the OpenPhone and Salesforce integration works as expected. Depending on your setup, data should flow between OpenPhone and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Salesforce + Slack: When a call ends in OpenPhone, a corresponding activity is logged in Salesforce. A summary of the call is then sent to a designated Slack channel for review.
Salesforce + Google Sheets + OpenPhone: When a lead is updated in Salesforce, the updated information is captured in a Google Sheet. An automated follow-up call is then triggered via OpenPhone.
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
Related categories
About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
Similar apps
Related categories
How can I connect my OpenPhone account to Salesforce using Latenode?
To connect your OpenPhone account to Salesforce on Latenode, follow these steps:
Can I automatically log all OpenPhone calls in Salesforce?
Yes, you can! With Latenode, automatically log OpenPhone calls as activities in Salesforce, ensuring complete interaction history. Benefit from detailed records and streamlined reporting.
What types of tasks can I perform by integrating OpenPhone with Salesforce?
Integrating OpenPhone with Salesforce allows you to perform various tasks, including:
Can I use JavaScript within my OpenPhone + Salesforce Latenode workflows?
Yes! Latenode allows incorporating JavaScript code for advanced logic, letting you customize OpenPhone and Salesforce automations beyond simple no-code options.
Are there any limitations to the OpenPhone and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: