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Call Tools PCC + Compass

Call Tools PCC + Compass

Call Tools PCC + Compass integrations

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.

  1. When this happens...
    New Contact Tag Event
    New Contact Tag Event
    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.
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    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

  • Call Tools PCC triggers, actions, and search
    New Calendar Event

    Triggers when a new calendar event is created by an agent in Call Tools.

    Trigger
    Instant
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  • Call Tools PCC triggers, actions, and search
    New Call Disposition Event

    Triggers when a new call disposition is created by an agent in Call Tools.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search
    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.

    Trigger
    Instant
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  • Call Tools PCC triggers, actions, and search
    New Contact Disposition Event

    Triggers when a contact disposition is updated.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search
    New Call Transcript

    Triggers when a new call transcript is saved in Call Tools.

    Trigger
    Instant
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  • Call Tools PCC triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
  • Call Tools PCC triggers, actions, and search
    New Email

    Triggers when a new email is sent by a agent in Call Tools.

    Trigger
    Instant
    Try It
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About Call Tools PCC
Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.
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About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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