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.
- When this happens...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.
- automatically do this!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
- 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




