Call Tools PCC + Gravity Forms
Create Call Tools PCC contacts from new Gravity Forms submissions
Effortlessly stay connected with your form respondents by setting up this automation. With this workflow, each time a new form submission is received in Gravity Forms, a contact will be created in Call Tools PCC. This ensures that you never miss a chance to reach out to potential leads and helps you maintain up-to-date contact lists in your CRM effortlessly.
Effortlessly stay connected with your form respondents by setting up this automation. With this workflow, each time a new form submission is received in Gravity Forms, a contact will be created in Call Tools PCC. This ensures that you never miss a chance to reach out to potential leads and helps you maintain up-to-date contact lists in your CRM effortlessly.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates a new Contact
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FormRequired
Use Admin Field Labels?
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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.
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FormRequired
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.
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