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Webex Contact CenterFlow Template

Look up Salesforce customers and cases in an inbound flow

Use caller-number lookup to retrieve Salesforce context, personalize routing and update the case after the call.

What it does

The flow uses an HTTP connector and Salesforce APIs to retrieve account, contact and case details. It also illustrates sending call information back to the case.

When to use it

  • Salesforce integration
  • CRM lookup
  • Case-based routing

What it uses

  • Webex Flow Designer
  • Salesforce HTTP connector
  • Event flows

Who it’s for

  • Integration Engineers
  • Developers