OpenPhone + REI Pebble
Create new REI Pebble deals following completed OpenPhone calls
This workflow provides a seamless way to streamline your property investment deals. When a call ends in OpenPhone, a new deal is readily generated in REI Pebble. It's a smooth transfer of information from one platform to another, eliminating the need for manual data entry and providing a quicker, more efficient way to manage your investment process. Ideal for real estate investors, this workflow ensures you never miss an opportunity from a concluded call.
This workflow provides a seamless way to streamline your property investment deals. When a call ends in OpenPhone, a new deal is readily generated in REI Pebble. It's a smooth transfer of information from one platform to another, eliminating the need for manual data entry and providing a quicker, more efficient way to manage your investment process. Ideal for real estate investors, this workflow ensures you never miss an opportunity from a concluded call.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create a Deal
Adds a new deal to a specific board and stage.
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