OpenPhone + SmartSuite

Create new SmartSuite records when OpenPhone calls are completed

Streamline your business communications and record-keeping with this seamless workflow. When you finish an incoming call in OpenPhone, it instantly creates a new record in SmartSuite. This automation saves you time, eliminates manual data entry, and ensures all call information is promptly and accurately captured in your SmartSuite database, enhancing your operational efficiency.

Streamline your business communications and record-keeping with this seamless workflow. When you finish an incoming call in OpenPhone, it instantly creates a new record in SmartSuite. This automation saves you time, eliminates manual data entry, and ensures all call information is promptly and accurately captured in your SmartSuite database, enhancing your operational efficiency.

  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!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
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    • Phone NumbersRequired

    Trigger
    Instant
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    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
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openphone logo

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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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

  • Productivity