RepCard + Talkroute

RepCard + Talkroute integrations

Create new RepCard contacts from new Talkroute text messages

When a new text message arrives in Talkroute, this workflow ensures that every new communication builds your network by instantly creating a new contact in RepCard. This automation saves you the time and effort of manual data entry, so you can focus on building relationships instead of administrative tasks. Use this workflow to efficiently manage your contacts with every new message in Talkroute.

When this happens...
New Text MessageTriggers when a new text message is created.
TriggerInstant
automatically do this!
Create ContactThis will create a contact in RepCard.
ActionWrite

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More things you can do with Talkroute and RepCard

Discover other triggers and actions you can use with Talkroute and RepCard

New Text Message
Triggers when a new text message is created.
Trigger
Instant
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Phone Call Completed
Triggers when a phone call is completed.
Trigger
Instant
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Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event below
  Required
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write

- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write

New Voice Message
Triggers when a new voice message is received.
Trigger
Instant
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- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write
- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

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Related categories

Sales & CRM

About Talkroute

Talkroute turns your phones & desktops into a virtual phone system that’s ready for business anywhere: office, home & on the road.

HelpHelp

Related categories

Call Tracking