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Call Tools PCC + Zoho CRM

Call Tools PCC + Zoho CRM

Call Tools PCC + Zoho CRM integrations

Create Zoho CRM module entries from new call disposition events in Call Tools PCC

Based on a new call disposition in Call Tools, you can create a module entry in Zoho CRM. The type of entry created will be based on the module you select from Zoho. This could be a new lead or new contact. This will reduce the time needed to create an entry by having it done automatically vs. manually.

  1. When this happens...
    New Call Disposition Event
    New Call Disposition Event
    New Call Disposition EventTriggers when a new call disposition is created by an agent in Call Tools.
  2. automatically do this...
    Get Contact by ID
    Get Contact by ID
    Get Contact by IDRetrieve a single contact using a Contact ID
  3. then do this!
    Create Module Entry
    Create Module Entry
    Create Module EntryCreates a new entry in a module
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More things you can do with Call Tools PCC and Zoho CRM

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

  • 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
    Try It
  • 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
    Try It
  • Call Tools PCC triggers, actions, and search
    New Contact Disposition Event

    Triggers when a contact disposition is updated.

    Trigger
    Instant
    Try It
  • 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.
Related categories
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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Related Zap Templates

  • Create new Zoho CRM modules from new Call Tools PCC phone calls