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Call Tools PCC + Follow Up Boss

Call Tools PCC + Follow Up Boss

Call Tools PCC + Follow Up Boss integrations

Create Follow Up Boss tasks from new calendar events in Call Tools PCC

This Zapier template will start when a new calendar event is created in Call Tools, automatically pushing it to a team member of your choice in FollowUpBoss, and creating a task from them. This then allows you to include additional information or other details to members outside of your Call Tools team, without the need for duplicate data entry work.

  1. When this happens...
    New Calendar Event
    New Calendar Event
    New Calendar EventTriggers when a new calendar event is created by an agent in Call Tools.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreate a task for a contact.
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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

  • 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
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  • 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
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  • 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
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  • 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
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  • Call Tools PCC triggers, actions, and search
    New Email

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

    Trigger
    Instant
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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 Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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