OpenPhone + ProspectX

Create new ProspectX opportunities from completed OpenPhone calls

Boost your sales process with this proactive workflow. Each time an Incoming Call Completed event occurs in OpenPhone, a new opportunity is seamlessly created in your ProspectX. This not only keeps you aligned with all completed inbound calls but also ensures potential leads are quickly identified, turning call completion into a meaningful step in your business growth. This automation simplifies your sales journey, leaving no room for missed opportunities.

Boost your sales process with this proactive workflow. Each time an Incoming Call Completed event occurs in OpenPhone, a new opportunity is seamlessly created in your ProspectX. This not only keeps you aligned with all completed inbound calls but also ensures potential leads are quickly identified, turning call completion into a meaningful step in your business growth. This automation simplifies your sales journey, leaving no room for missed opportunities.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this!
    ProspectXProspectX
    New Opportunity

    Creates a New Opportunity

    ActionWrite
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Supported triggers and actions

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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
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About ProspectX

ProspectX is an all-in-one lead generation, conversion and Automation for Real Estate Investors.

Related categories

  • Sales & CRM