Create client records in Builder Prime when call states change in Dialpad
Streamline your business operations with this efficient workflow. As soon as there's a change in call state in Dialpad, a new client record is created instantly in Builder Prime. This not only improves data accuracy but ensures you never miss any important client information, enhancing your customer service efficiency. Perfect for businesses looking to optimize their client handling process.
Streamline your business operations with this efficient workflow. As soon as there's a change in call state in Dialpad, a new client record is created instantly in Builder Prime. This not only improves data accuracy but ensures you never miss any important client information, enhancing your customer service efficiency. Perfect for businesses looking to optimize their client handling process.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Client Record
Creates a new client record.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
First Name
Last Name
Email Address
Company Name
Lead StatusRequired
Lead Source
Interested In
Class
Mobile Phone
Home Phone
Work Phone
Address Line 1
Address Line 2
City
State
Zip / Postal Code
Best Time to Contact
Preferred Contact Method
External System Identifier
Building Type
Notes
SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.