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Orum
AI Parallel Dialer
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Salesforce
CRM · Opportunities · Flows

Salesforce + Orum Integration

Connect Orum to Salesforce — 3 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

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3 Triggers
6 Actions
API Key / OAuth
API / Webhook
30-day support
Automation Builder — Real Triggers & Actions
Click any event to select
Orum Triggers
E01
call_completed
Call session ended with metadata
webhook
E03
call_voicemail
Voicemail left for prospect
webhook
E06
disposition_logged
Rep logs disposition post-call
webhook
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
action
Field Mapping
Dialer → CRM
contact_phone
Contact.Phone / Lead.Phone
contact_name
Contact.Name / Lead.Name
contact_email
Contact.Email / Lead.Email
call_direction
Activity.Type (Inbound/Outbound)
call_duration
Activity.Duration
disposition
Contact.Lead_Status / Deal.Stage
notes
Activity.Notes / Call.Description
recording_url
Activity.Recording / Custom Field
agent_name
Activity.Owner / Task.Assigned_To
timestamp
Activity.Date / Call.Date
voicemail_url
Activity.Voicemail / Custom Field
campaign_name
Lead.Source / Contact.Campaign
ai_summary
Activity.Notes / Custom Field
Orum Triggers
E01
webhook
call_completed
Call session ended with metadata
E03
webhook
call_voicemail
Voicemail left for prospect
E06
webhook
disposition_logged
Rep logs disposition post-call
Salesforce Triggers
T01
polling
New Lead
New lead created
T02
polling
New Contact
New contact created
T03
polling
New Record
Record of specified object created
T04
polling
Updated Record
Record of specified object updated
T05
instant
New Outbound Message
Outbound message via Flow/Workflow
Orum Actions
A01
Native Salesforce sync
Bidirectional sync with Salesforce
A02
Native HubSpot sync
Bidirectional sync with HubSpot
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
Orum API
POST
/webhook/call_completed
Receive call completion data
GET
/api/calls/{id}
Get call details
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task

When an agent sets a call disposition in Orum, the automation maps it to the correct Salesforce action:

Disposition CRM Stage / Action Stage
Interested Move deal stage → Qualified SQL / Qualified
Booked / Meeting Set Create calendar event + stage update Meeting Scheduled
Not Interested Update contact status → Disqualified Disqualified
No Answer Re-queue + follow-up task or SMS Attempted (retry)
Voicemail Left Set contact status → Attempted Attempted
Callback Requested Create CRM task → Schedule Callback Callback Scheduled
Wrong Number Flag phone field as invalid Invalid
DNC Requested Set opt-out flag + suppress contact Opted Out
Busy Re-queue with delay timer Re-queue

All fields passed on every Orum call event — mapped to Salesforce fields. Highlighted fields are critical for automation:

call_id
prospect_name
prospect_phone
rep_name
call_outcome
disposition
call_duration
notes
recording_url
timestamp