New Feature: Contact Automation

Mar 18, 2024
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!