Call Tools PCC + LeadConnector
Create and manage opportunities in LeadConnector each time new contacts are added in Call Tools PCC
When a new contact is created in Call Tools PCC, this workflow lets LeadConnector create or update an opportunity instantly. It simplifies your sales process by seamlessly connecting your telemarketing and CRM systems. Now you can ensure none of your leads fall through the cracks and every interaction becomes a potential business opportunity.
When a new contact is created in Call Tools PCC, this workflow lets LeadConnector create or update an opportunity instantly. It simplifies your sales process by seamlessly connecting your telemarketing and CRM systems. Now you can ensure none of your leads fall through the cracks and every interaction becomes a potential business opportunity.
- When this happens...New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
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