This app contains pre-packaged integration recipes for Unify Office to CRM systems like Salesforce, HubSpot and hundreds more.
Workato is an enterprise-class, no-code Integration and Automation platform that is trusted by over 18,000 businesses. You can seamlessly integrate Unify Office 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 RingCentral
• Send out SurveyMonkey Feedback Survey once Unify Office call has ended
When authorized, this app will be granted the following permissions:
|Read Messages||View message store data, including SMS, fax, voicemail, etc.|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Ring Out||Perform two-legged ring out phone calls|
|SMS||Send and receive SMS/MMS messages|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|