Create new Agile CRM contacts from new DeskMoz transcripts/calls
Stay on top of your customer communications with this workflow that connects DeskMoz and Agile CRM. Whenever a new transcript or call is received in DeskMoz, it automatically adds a new contact in Agile CRM. This streamlines your customer management process, saving time and reducing the risk of missing critical customer updates.
Stay on top of your customer communications with this workflow that connects DeskMoz and Agile CRM. Whenever a new transcript or call is received in DeskMoz, it automatically adds a new contact in Agile CRM. This streamlines your customer management process, saving time and reducing the risk of missing critical customer updates.
- When this happens...New Transcript/Call
Triggers when a new transcript is ended.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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