Connect ServiceForge to Salesforce and keep your pipeline up to date with real-time lead information.
How It Works
When a call ends, your ServiceForge team logs the details and the integration pushes that information to Salesforce.
How to Connect
Head to the ServiceForge–Salesforce Zapier page
Set your trigger - call answered
Set your action - create lead in QuickBooks
Map the fields you want populated
FAQs
What information lands in Salesforce? Caller contact details, the purpose of their call, and job or appointment details if they've requested an estimate. We build your receptionist script around what Salesforce needs, so what arrives is actually useful, not just a data dump.
Can receptionists assign contacts to existing Salesforce campaigns? Yes. We configure the specific fields and campaign assignments as part of your ServiceForge account setup.
Can I customise what gets sent? Yes, field mapping is set up during configuration. You decide what goes where.