Create records in SugarCRM 7+ for new ebuero call notes
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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