CallSwitch One + LeadConnector

Update LeadConnector contacts after CallSwitch One call ends

Enhance your efficiency with this workflow. When a call ends in CallSwitch One, this setup will swiftly add or update a contact in LeadConnector, keeping your lead management system up to date. This automation ensures your contacts are always accurately recorded, allowing you to focus more on your leads and less on manual data entry.

When this happens...
Call Ended
Triggers when a call ends.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Call Answered
Triggers when a call is answered.
Trigger
Instant
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New Call
Triggers when a new call is created.
Trigger
Instant
Try It
- DestinationRequired
- SIP UserRequired
- Display NameRequired
- Caller IDRequired
- SIP UserRequired
- Hunt Group
- Call Flow
Action
Write
- Phone BookRequired
- ContactRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- NumberRequired
- LabelRequired
- Address
- Label
Action
Write
- Search ContactsRequired
- Phone BookRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- NumberRequired
- LabelRequired
- Address
- Label
Action
Search or write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write

- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Call Ended
Triggers when a call ends.
Trigger
Instant
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Voicemail Notify
Triggers when a new voicemail is created.
Trigger
Instant
Try It
- Phone BookRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- NumberRequired
- LabelRequired
- Address
- Label
Action
Write
- Search ContactsRequired
- Phone BookRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write