Organize new Call Tools PCC contact disposition events by creating rows in Google Sheets
Stay organized and efficient with this handy workflow. Whenever a new contact disposition event occurs in your Call Tools PCC, a row will be created in your designated Google Sheets document. This way, you'll have an ongoing record to view, analyze, or share, without needing to manually transfer data. This automation saves time, reduces error, and lets you focus on more strategic tasks.
Stay organized and efficient with this handy workflow. Whenever a new contact disposition event occurs in your Call Tools PCC, a row will be created in your designated Google Sheets document. This way, you'll have an ongoing record to view, analyze, or share, without needing to manually transfer data. This automation saves time, reduces error, and lets you focus on more strategic tasks.
- When this happens...New Contact Disposition Event
Triggers when a contact disposition is updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew 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 ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
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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 ItNew 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 ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
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