Create new Jobber clients from completed OpenPhone calls
Streamline your communication and client management process with this handy workflow. When you complete an incoming call in OpenPhone, it initiates the creation of a new client in Jobber. This automation offers a seamless method to transform your calls into potential business opportunities, managing your clientele more efficiently.
Streamline your communication and client management process with this handy workflow. When you complete an incoming call in OpenPhone, it initiates the creation of a new client in Jobber. This automation offers a seamless method to transform your calls into potential business opportunities, managing your clientele more efficiently.
- 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!Create Client
Creates a new client.
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