Create notes in Wealthbox CRM for ended calls in RingCentral
When a call ends on RingCentral, it can be a hassle to remember every detail. This workflow solves that problem by immediately transferring call details into a new note on Wealthbox CRM. This allows for an efficient way to keep track of important call information right within your CRM, saving you time and reducing the risk of forgotten or missed details.
When a call ends on RingCentral, it can be a hassle to remember every detail. This workflow solves that problem by immediately transferring call details into a new note on Wealthbox CRM. This allows for an efficient way to keep track of important call information right within your CRM, saving you time and reducing the risk of forgotten or missed details.
- When this happens...Call Ended
Triggers when a call has been ended.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps