Create or update contacts in Follow Up Boss from new RingCentral call log records
Stay on top of your customer interactions with this seamless workflow. When a new call log record is created in RingCentral, it prompts the creation or update of a contact in Follow Up Boss, eliminating the need for manual data entry. This automation not only saves you time but also ensures your contact database in Follow Up Boss stays up-to-date with the latest call records. Perfect for those looking to streamline their customer management process and keep their focus on what matters most - their customers.
Stay on top of your customer interactions with this seamless workflow. When a new call log record is created in RingCentral, it prompts the creation or update of a contact in Follow Up Boss, eliminating the need for manual data entry. This automation not only saves you time but also ensures your contact database in Follow Up Boss stays up-to-date with the latest call records. Perfect for those looking to streamline their customer management process and keep their focus on what matters most - their customers.
- When this happens...New Call Log Record
Triggers when there is a new call log record.
- 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