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CRM Integrations for Symphony
CRM Integrations for Symphony
by Workato Inc.
PREMIER PARTNER

This app contains pre-packaged integration recipes for Symphony to CRM systems like Salesforce, HubSpot and hundreds more.

CRM Integrations for Symphony

Workato is an enterprise-class, no-code Integration and Automation platform that is trusted by over 18,000 businesses. You can seamlessly integrate Symphony with CRM systems like Salesforce, Hubspot, etc, or with any of our 1000+ apps without coding. Workato allows you to automate your workflows, and do bi-directional data syncs between your apps.


With this package of recipes ready to be installed and used, users can:

• Log new calls in Salesforce (create new lead or event for lead)

• Log new calls in Hubspot (create new contact or engagement call log activity for contact)

• Send out a SMS to call recipient when there is a missed call in Symphony

• Send out SurveyMonkey Feedback Survey once Symphony call has ended


Original release date: 2017-10-21

Requirements

None

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read AccountsView user account information, e.g. name, business name, and contact info
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records