CallSwitch One + Vtiger CRM

Create new events in Vtiger CRM when calls are answered in CallSwitch One

Streamline your customer service process with this efficient workflow. When a call is answered in CallSwitch One, an event is immediately created in Vtiger CRM. This ensures prompt follow-up and enhances productivity within your team, eliminating the need for manual transfers of information between systems. Keep your customer interactions organized and efficient, enhancing team productivity and customer satisfaction.

When this happens...
Call Answered
Triggers when a call is answered.
TriggerInstant
automatically do this!
Create Event
Create a new Event in Vtiger.
ActionWrite

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Supported triggers and actions

Call Answered
Triggers when a call is answered.
Trigger
Instant
Try It
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

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It

New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

Call Ended
Triggers when a call ends.
Trigger
Instant
Try It
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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

About CallSwitch One

The channel-focused communications platform trusted by the UK's best managed service providers.

Related categories

Communication

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Related categories

CRM (Customer Relationship Management)

CallSwitch One + Vtiger CRM

Create new events in Vtiger CRM when calls are answered in CallSwitch One

Call Answered

New Call

Call Phone Number

Update Contact

Find or Create Contact

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

Call Ended

Voicemail Notify

Create Contact

Find Contact

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

About CallSwitch One

Related categories

About Vtiger CRM

Related categories

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