Transfer exported smartercontact contacts to create new contacts in Call Tools PCC
Enhance your efficiency with this workflow that kicks in as soon as you export a contact from SmarterContact. It smoothly transitions to create a new contact in Call Tools PCC, saving you from manually transferring the information. This efficient process accelerates your customer management, allowing you to spend more time on essential tasks in your business.
- When this happens...Export Contact TriggerTriggers when contact is exported.
- automatically do this!Create ContactCreates a new Contact
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More things you can do with smartercontact and Call Tools PCC
Discover other triggers and actions you can use with smartercontact and Call Tools PCC
- TitleRequired
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 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



