Call Tools PCC + Compass
Create new leads in Compass when new contact tag events occur in Call Tools PCC
When a new contact tag event arises in your Call Tools PCC, this workflow will swiftly create a new lead in the Compass app. It streamlines your lead generation process, ensuring no prospects fall through the cracks. Enjoy a seamless flow of information between your Call Tools PCC and Compass, enhancing productivity and efficiency.
When a new contact tag event arises in your Call Tools PCC, this workflow will swiftly create a new lead in the Compass app. It streamlines your lead generation process, ensuring no prospects fall through the cracks. Enjoy a seamless flow of information between your Call Tools PCC and Compass, enhancing productivity and efficiency.
- When this happens...New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
- automatically do this!Create a New Lead
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It
