1.Monitors call ended event
Integrate GoTo Connect, phone call recording tools, and call analytics to trigger the workflow when a call ends.
Create detailed call records from finished customer calls
Automatically capture call ended events across GoTo Connect and Microsoft Dynamics 365 CRM. Get instant call context when call ends, call disconnects, or call finishes β so you can create call records, update contact timelines, and flag exceptions without manual logging.
How this automation protects your call history
When call details go unlogged after a conversation, customer context gets lost and follow-up stalls. This automation finds contacts and creates linked call activity records, then updates timelines and flags exceptionsβso your team can act with full call history.
GoTo Connector swap with your favorite app
2.Finds contact by phone
Integrate Microsoft Dynamics 365 CRM, contact lookup data, and CRM activity tools to find matching contact records by phone fields.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Creates call activity record
Integrate Microsoft Dynamics 365 CRM, call object fields, and CRM timelines to create linked call activity records with call details.
4.Updates timeline or review flag
Integrate Microsoft Dynamics 365 CRM, CRM timeline updates, and data quality workflows to append activities and flag unlinked calls for review.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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