Create process notes in LeadSimple for ended calls in RingCentral
Boost your lead management workflow with this integration. When a call ends in RingCentral, a process note will be created in LeadSimple instantly. Improve your follow-up efficiency, keep track of all interactions, and never miss an opportunity to close a deal convincingly. This solution aids in seamless communication, leading to enhanced customer relationships.
Boost your lead management workflow with this integration. When a call ends in RingCentral, a process note will be created in LeadSimple instantly. Improve your follow-up efficiency, keep track of all interactions, and never miss an opportunity to close a deal convincingly. This solution aids in seamless communication, leading to enhanced customer relationships.
- When this happens...Call Ended
Triggers when a call has been ended.
- automatically do this!Create Process Note
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
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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