Update or create Urable customers when OpenPhone completes incoming calls
Ensure seamless customer management between OpenPhone and Urable with this useful workflow. Once an incoming call is completed in OpenPhone, it updates or creates a customer record in Urable. Perfect for keeping track of customer interactions and improving customer service efficiency.
Ensure seamless customer management between OpenPhone and Urable with this useful workflow. Once an incoming call is completed in OpenPhone, it updates or creates a customer record in Urable. Perfect for keeping track of customer interactions and improving customer service efficiency.
- When this happens...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.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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