Callbell + The Customer Factor

Create new prospects in The Customer Factor when new contacts are added in Callbell

Streamline your workflow with this automation that springs into action when a new contact appears in your Callbell contact list. Instantly, this workflow will generate a new prospect in The Customer Factor, making it easier for you to stay organized and keep tabs on your potential clients. Skip the manual work and ensure rapid, consistent follow-ups with this efficient process.

When this happens...
Contact Created
Triggers when a new contact is created in Callbell
TriggerInstant
automatically do this!
Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created in Callbell
Trigger
Instant
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Contact Updated
Triggers when a contact is updated
Trigger
Instant
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Conversation Opened
Triggers when a conversation is (re)opened.
Trigger
Instant
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Message Created
Triggers when a new message is created
Trigger
Instant
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- nameRequired
- SourceRequired
- identifierRequired
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write

- ToRequired
- TypeRequired
- Template UUIDRequired
- Channel UUID
- Template Values
- Attachment URL
- Fields
Action
Write
- Contact UUIDRequired
- Name
- Tags
- Custom Fields
- Assigned User
- Unassign User
- Team UUID
Action
Write

Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

Contact Deleted
Triggers when a contact in Callbell is deleted
Trigger
Instant
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Conversation Closed
Triggers when a conversation is closed.
Trigger
Instant
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- EventsRequired
Trigger
Instant
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Message Status Updated
Triggers when a message status is updated
Trigger
Instant
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- fromRequired
- toRequired
- textRequired
Action
Write
- Contact UUIDRequired
- StatusRequired
Action
Write
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write