Call Tools PCC + Zendesk Sell
Create new Zendesk Sell leads from new Call Tools PCC contacts
Boost your lead management process by instantly creating a lead in Zendesk Sell whenever a new contact is added in Call Tools PCC. Ensure a seamless workflow between your business communication and sales team by efficiently capturing and organizing vital customer information. This automation will help save time, reduce manual tasks, and prioritize your sales efforts. It's customer relationship management made simple and efficient.
Boost your lead management process by instantly creating a lead in Zendesk Sell whenever a new contact is added in Call Tools PCC. Ensure a seamless workflow between your business communication and sales team by efficiently capturing and organizing vital customer information. This automation will help save time, reduce manual tasks, and prioritize your sales efforts. It's customer relationship management made simple and efficient.
- 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!Create Lead
Creates a new lead.
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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.
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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.
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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