Create or update Follow Up Boss contacts when new Call Tools PCC call disposition events occur
With this workflow, whenever a new call disposition event takes place in the Call Tools PCC app, your contact details in the Follow Up Boss app get updated or created. This seamless connection not only improves data accuracy but also saves time and effort. It's perfect for businesses looking to streamline their call management and contact updates strategy.
- When this happens...New Call Disposition EventTriggers when a new call disposition is created by an agent in Call Tools.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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More things you can do with Call Tools PCC and Follow Up Boss
Discover other triggers and actions you can use with Call Tools PCC and Follow Up Boss
- 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.
Try ItTriggerInstant




