Create new leads in Compass when new contact tag events occur in Call Tools PCC
When a new contact tag event arises in your Call Tools PCC, this workflow will swiftly create a new lead in the Compass app. It streamlines your lead generation process, ensuring no prospects fall through the cracks. Enjoy a seamless flow of information between your Call Tools PCC and Compass, enhancing productivity and efficiency.
- When this happens...New Contact Tag EventTriggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
- automatically do this!Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with Call Tools PCC and Compass
Discover other triggers and actions you can use with Call Tools PCC and Compass
- New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerInstant - New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerInstant - New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItTriggerInstant - New Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItTriggerInstant
- New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerInstant - New Call Transcript
Triggers when a new call transcript is saved in Call Tools.
Try ItTriggerInstant - New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItTriggerInstant - New Email
Triggers when a new email is sent by a agent in Call Tools.
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