Create new customer in Copilot CRM from completed call in OpenPhone

Create new customer records in Copilot CRM when an incoming call is completed in OpenPhone, capturing the caller's phone number and business name for faster onboarding and improved customer management.

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Overview

Create new customer records in Copilot CRM when an incoming call is completed in OpenPhone, capturing the caller's phone number and business name for faster onboarding and improved customer management.

Create new customer in Copilot CRM from completed call in OpenPhone