Call Tools PCC + Zoho CRM
Create new Zoho CRM modules from new Call Tools PCC phone calls
Keep track of all new phone calls from your Call Tools PCC app by seamlessly adding them to your Zoho CRM as a new module entry. With this workflow, every new call recorded in Call Tools PCC will result in an industry-grade CRM module update in Zoho, ensuring you stay up-to-date with every conversation. Simplify your CRM updates and focus on your customer interactions rather than manual data entry.
Keep track of all new phone calls from your Call Tools PCC app by seamlessly adding them to your Zoho CRM as a new module entry. With this workflow, every new call recorded in Call Tools PCC will result in an industry-grade CRM module update in Zoho, ensuring you stay up-to-date with every conversation. Simplify your CRM updates and focus on your customer interactions rather than manual data entry.
- When this happens...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.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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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