New Feature: Contact Automation

Momentum is now part of Salesforce!

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By

Santiago Suarez Ordonez

Table of Contents

Introducing.... Contact Automation

The EASIEST way to automatically capture external attendees on your calls as contacts in Salesforce.

After a call, Momentum will notify you that an attendee on the call is not a contact in Salesforce. With a simple button click, you can add them to an Account or Opportunity.

OR you can send this to SFDC automagically, no button-clicking needed.

And the best part? It happens right in Slack 🏆

MOARRRR automation, please ✅

And soon it will be AI powered 😉

Get in touch if you want to try it out!

Turn Conversations

Into Your Competitive Edge

Get in touch if you want to try it out!