Call Tools PCC + LeadConnector
Create new LeadConnector opportunities from new Call Tools PCC call disposition events
With this workflow, revolutionize your sales operations in real-time. As soon as a new call disposition event is registered in Call Tools PCC, a corresponding activity occurs in LeadConnector. This swift integration fosters a streamlined and efficient sales process, saving you valuable time. It also ensures your sales opportunities are always current and neatly arranged, increasing your productivity and making your sales pipeline more efficient.
With this workflow, revolutionize your sales operations in real-time. As soon as a new call disposition event is registered in Call Tools PCC, a corresponding activity occurs in LeadConnector. This swift integration fosters a streamlined and efficient sales process, saving you valuable time. It also ensures your sales opportunities are always current and neatly arranged, increasing your productivity and making your sales pipeline more efficient.
- When this happens...New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
