Call Tools PCC + Shape
Create records in Shape for new contacts in Call Tools PCC
When a new contact is added in Call Tools PCC, this workflow gets to work and creates a corresponding record in the Shape app. It's a seamless way to keep your contact information consistent across both platforms. Perfect for those eager to streamline data management and maintain an organized contact list. Let this automation take the legwork out of data input, so you can focus more on fostering those important client relationships.
When a new contact is added in Call Tools PCC, this workflow gets to work and creates a corresponding record in the Shape app. It's a seamless way to keep your contact information consistent across both platforms. Perfect for those eager to streamline data management and maintain an organized contact list. Let this automation take the legwork out of data input, so you can focus more on fostering those important client relationships.
- When this happens...New 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.
- automatically do this!Create Record
Create a new record within the CRM
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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.
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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.
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