New Feature: Contact Automation

Mar 18, 2024
Santiago Suarez Ordonez

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!