Telephony • SMS marketing

OpenPhone and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating OpenPhone and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between OpenPhone and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating OpenPhone and Salesforce, Albato is the way to go!

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With Albato, you can easily integrate Salesforce with OpenPhone using an intuitive no-code builder. Whether you want to sync Salesforce with OpenPhone or connect Salesforce to OpenPhone, our platform makes it simple.

How to Connect OpenPhone to Salesforce

Create powerful OpenPhone integration with Salesforce in just a few simple steps.

STEP 1

Connect OpenPhone to Salesforce

To connect Salesforce to OpenPhone, log in to Albato, select both apps, and follow the easy setup prompts. Integrate OpenPhone with Salesforce with just a few clicks!

OpenPhone

Select a Trigger

STEP 2

Create workflow for Salesforce and OpenPhone integration

Decide what happens when you sync OpenPhone with Salesforce—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync OpenPhone with Salesforce data

Select which data to transfer when you integrate Salesforce with OpenPhone—customize how your apps exchange information.

Synс data

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Triggers and actions for Salesforce and OpenPhone integration

In OpenPhone and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

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Message delivered

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Message received

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Update record

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Create Contact

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Update Contact

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Create a record

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Update a record

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Make your integration smarter with AI

Enhance your Salesforce and OpenPhone integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with OpenPhone and Salesforce integration templates!

Connect OpenPhone to Salesforce to link essential parts of your business

When you connect OpenPhone to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate OpenPhone with Salesforce using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Salesforce integration with OpenPhone

OpenPhone

Integrate OpenPhone with over 800 applications on Albato to enhance your communication workflows. Automate essential actions such as "Update Contact", "Get a Contact by ID", "Send a Text Message", and "Send a Text Message (Phone ID)" to efficiently manage contacts and send messages. Leverage the "Custom API Request" to further tailor your integration needs. Stay informed with triggers like "Call Completed", "Call Ringing", "Call Recording Completed", "Call Summary Completed", and "Call Transcript Completed" to monitor and track calls in real-time. With OpenPhone integrations and comprehensive API documentation, you can streamline communication, automate workflows, and improve operational efficiency.

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to OpenPhone

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Frequently asked questions about OpenPhone and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating OpenPhone and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between OpenPhone and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating OpenPhone and Salesforce, Albato is the way to go!

Does OpenPhone integrate with Salesforce on the free plan?

Yes, you can integrate OpenPhone with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and OpenPhone integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your OpenPhone Salesforce integration at no cost.

How to connect Salesforce to OpenPhone for scheduled syncs?

To sync Salesforce with OpenPhone on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes OpenPhone integration with Salesforce seamless and tailored to your specific needs.

Does OpenPhone integrate with Salesforce in real time?

Yes, OpenPhone integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your OpenPhone integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time OpenPhone and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with OpenPhone, ensuring your workflows operate according to your requirements.

How to connect OpenPhone to Salesforce?

Setting up an integration between OpenPhone and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select OpenPhone and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in OpenPhone (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between OpenPhone and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between OpenPhone and Salesforce, automating your workflows and saving you time.

How to connect OpenPhone to Salesforce to sync historical data?

To sync OpenPhone with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with OpenPhone, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to OpenPhone for two-way synchronization?

To integrate Salesforce with OpenPhone for two-way synchronization, Albato uses a system of triggers and actions. You can link OpenPhone to Salesforce by setting up two separate automations. The first automation sent data from OpenPhone to Salesforce. For instance, when a record is created or updated in OpenPhone, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating OpenPhone when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce OpenPhone integration and keeps your data consistent across both platforms.

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OpenPhone and Salesforce integration

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How Albato works

How to Connect OpenPhone to Salesforce

Connect OpenPhone to Salesforce

Create workflow for Salesforce and OpenPhone integration

Sync OpenPhone with Salesforce data

Integrate OpenPhone with Salesforce now!

Triggers and actions for Salesforce and OpenPhone integration

Message delivered

Message received

Update record

Delete record

Create Contact

Update Contact

Create a record

Update a record

Make your integration smarter with AI

Start with OpenPhone and Salesforce integration templates!

Integrate Salesforce with OpenPhone to harness the power of automation!

Connect OpenPhone to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with OpenPhone

OpenPhone

Salesforce

Learn how to connect Salesforce to OpenPhone

Best iPaaS Alternative for Workato Integrations | Albato

Frequently asked questions about OpenPhone and Salesforce Integration

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