Add tags to VBOUT contacts for every new schedule in Novocall
When a new schedule is created in Novocall, a corresponding timeline is instantly set up in VBOUT. This workflow simplifies your routine by bridging the gap between both platforms, improving your customer management efficiency. Now, you can have consistent schedule data right at your fingertips, making your tasks more manageable and streamlined.
When a new schedule is created in Novocall, a corresponding timeline is instantly set up in VBOUT. This workflow simplifies your routine by bridging the gap between both platforms, improving your customer management efficiency. Now, you can have consistent schedule data right at your fingertips, making your tasks more manageable and streamlined.
- When this happens...New Schedule
Triggers when a customer makes a new appointment for a scheduled call.
- automatically do this!Add Tag to Contact
Adds the tag to the contact
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Cancel Appointment
Triggers when a customer cancels an existing appointment
Try ItIncoming Call
Triggers when a customer makes a new request for a callback. (Only at the very start of the call)
Try ItNew Schedule
Triggers when a customer makes a new appointment for a scheduled call.
Try ItSuccessful Call
Triggers when both customer & call rep have picked up the call. (Only after the call has completed)
Try It
Failed Call
Triggers when either the customer or the call rep misses the call. (Only after the call has ended)
Try ItNew Message
Triggers when a new message is submitted.
Try ItReschedule Appointment
Triggers when a customer change an existing appointment
Try ItCustomer NumberRequired
Call Rep Number
Customer Call Status
Call Rep Call Status
Name
Email
Additional Info
Source
Lead Status
Note
Trigger automated call