1.Captures disposed call details
Integrate Aloware to capture disposed call fields and pass phone, duration, direction, recording URL, disposition, and agent identity to the workflow.
Create call records from disposed phone calls for reps
Automatically capture disposed call details across Aloware and Close. Create and update call records when call disposed, recording URL captured, or disposition updatedβso you can link leads, attach recordings, and speed follow-up without manual data entry.
How this automation logs call activity for reps
When call disposed event happens, reps lose crucial context needed for timely follow-up. This automation captures disposed call details, finds the right lead and agent, and creates a call record with recording and notesβso your team can act fast.
Alowareor swap with your favorite app
2.Finds lead by phone number
Integrate Close and lead matching tools to search for an existing lead by phone number and email to return the first match.
Closeor swap with your favorite app
3.Locates agent by email
Integrate Close and user directory tools to search for the agent by agent email and capture who handled the call.
4.Creates call record with notes
Integrate Close and CRM record tools to create a call record on the lead, attach the recording URL, and store duration, disposition, and notes.
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