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Call Tools PCC + Shape

Call Tools PCC + Shape

Call Tools PCC + Shape integrations

Create records in Shape for new contacts in Call Tools PCC

When a new contact is added in Call Tools PCC, this workflow gets to work and creates a corresponding record in the Shape app. It's a seamless way to keep your contact information consistent across both platforms. Perfect for those eager to streamline data management and maintain an organized contact list. Let this automation take the legwork out of data input, so you can focus more on fostering those important client relationships.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers 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.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
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More things you can do with Call Tools PCC and Shape

Discover other triggers and actions you can use with Call Tools PCC and Shape

  • 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
    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 Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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