Call Tools PCC + Freshsales Suite

Create new Call Tools PCC contacts from new Freshsales Suite contacts

Streamline your contact management process between Freshsales Suite and Call Tools PCC with this workflow. Whenever a New Contact is added to your Freshsales Suite, this integration creates the same contact in your Call Tools PCC reducing data redundancy and saving your valuable time. It ensures your contact information is always up-to-date across all platforms.

When this happens...
New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Create Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
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.
Trigger
Instant
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New 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.
Trigger
Instant
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New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
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New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
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New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
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New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
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New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket IDRequired
- Contact IDRequired
Action
Write
- EntryRequired
- Scrub Existing Contacts
Action
Write
- Contact IDRequired
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
Action
Write
- Call Disposition IDRequired
Action
Search
- Contact Disposition IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Phone Number IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
Action
Search
- Phone NumberRequired
- Contact ID
Action
Search
- Phone NumberRequired
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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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.
Trigger
Instant
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
Try It
New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
Try It
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
- Tag IDRequired
Action
Write
- Contact IDRequired
Action
Write
- Calendar Event Type IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Tag IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Learn more

Related categories

Phone & SMS

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Call Tools PCC contacts from new Freshsales Suite contacts

Related Zap Templates

Create Call Tools PCC contacts from new Freshsales Suite contacts

Call Tools PCC + Freshsales Suite

Create new Call Tools PCC contacts from new Freshsales Suite contacts

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

New Phone Call

New Support Case

New Contact Disposition Event

New Email Address

New Note

New Phone Number

New Contact Tag Event

Bucket a Contact

Create Do Not Contact Entry

Update Contact

Update Contact Set Ready

Get Call Disposition by ID

Get Contact Disposition by ID

Get All Notes by Contact ID

Get Phone Number Object by ID

Get User by ID

Search Contacts

Search Phone Number Objects by Phone Number

Find or Create Contact

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

New Calendar Event

New Call Disposition Event

New Contact

New Email

New Goal Achievement

New Opportunity

New SMS

New Connector Button Click

Create Contact

Tag a Contact

Update Contact Do Not Contact

Get Calendar Event Type by ID

Get Contact by ID

Get Last Note by Contact ID

Get All Notes Summarized by Contact Id

Get Tag by ID

Get User Custom Settings

Search Contacts by Phone Number

Find or Create Contact

About Call Tools PCC

Related categories

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates