Save new call recordings from RingCentral as contacts in Follow Up Boss without triggering action plans
Easily manage your contacts with this solution that integrates RingCentral and Follow Up Boss. Whenever a new call recording takes place in RingCentral, it instantly updates the relevant contact in Follow Up Boss without initiating any action plans. This workflow streamlines your contact management process, allowing you to focus on the conversation rather than back-end updates.
Easily manage your contacts with this solution that integrates RingCentral and Follow Up Boss. Whenever a new call recording takes place in RingCentral, it instantly updates the relevant contact in Follow Up Boss without initiating any action plans. This workflow streamlines your contact management process, allowing you to focus on the conversation rather than back-end updates.
- When this happens...New Call Recording
Triggers when a call has been recorded.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Description
Call Log TypeRequired
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItDescription
Call Log TypeRequired
Delay By
Try ItType
StatusRequired
Try It