Trigger
Connect OpenPhone and Salesforce to automate customer conversations and sales workflows. Sync calls, messages, and contact data seamlessly between platforms, enabling your team to engage prospects and close deals faster without manual data entry.
Capabilities
Every event and operation available when connecting OpenPhone and Salesforce — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate OpenPhone in Latenode's Credentials panel. You'll need access to your OpenPhone account and permissions to create connections.
Add Salesforce credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between OpenPhone and Salesforce. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
OpenPhone is a modern phone system designed for businesses, offering features like local and toll-free numbers, team messaging, and voicemail transcription. Seamlessly integrate with your workflow to manage calls and messages efficiently from any device. Enhance collaboration with shared inboxes and easily track customer interactions, ensuring a professional and responsive communication experience. Perfect for remote teams and growing companies, OpenPhone simplifies your business communication with powerful tools and a user-friendly interface.
Learn moreSalesforce is a leading customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales, marketing, and customer service processes. With features like automated workflows, powerful analytics, and a customizable interface, Salesforce enables teams to connect with customers more effectively, streamline operations, and drive growth. Its extensive ecosystem of app integrations and tools facilitates enhanced collaboration and data-driven decision-making, making it an essential solution for organizations looking to optimize their customer engagement.
Learn moreJoin 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
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