JustCall + Perfex CRM
Update leads in Perfex CRM when calls get updated in JustCall
Keep your lead generation process running smoothly and efficiently by integrating JustCall and Perfex CRM. Whenever there are updates to your calls in JustCall, our automation ensures these details reflect in your Perfex CRM as new leads. This neat workflow eradicates the need for manual data input, providing a streamlined method to manage calls and leads.
Keep your lead generation process running smoothly and efficiently by integrating JustCall and Perfex CRM. Whenever there are updates to your calls in JustCall, our automation ensures these details reflect in your Perfex CRM as new leads. This neat workflow eradicates the need for manual data input, providing a streamlined method to manage calls and leads.
- When this happens...[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
- automatically do this!Create Lead
Creates a Lead in the system.
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AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try ItCall Answered
Triggers when a call answered an queue.
Try ItCall Initiated
Triggers when a call initiated from JustCall.
Try It[Legacy] Incoming Call
Triggers for a new incoming call
Try It
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try ItCall Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try ItCall Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try ItIncoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try It