Create new notes in Wealthbox CRM for missed calls in RingCentral
Never miss out on valuable customer insights because you missed a call. With this workflow, when you receive a missed call in RingCentral, a new note is created in your Wealthbox CRM immediately. Stay organized and ensure that important details from any missed call are captured promptly in your Wealthbox CRM. No manual data entry required, making your customer relationship management more efficient.
Never miss out on valuable customer insights because you missed a call. With this workflow, when you receive a missed call in RingCentral, a new note is created in your Wealthbox CRM immediately. Stay organized and ensure that important details from any missed call are captured promptly in your Wealthbox CRM. No manual data entry required, making your customer relationship management more efficient.
- When this happens...Missed Call
Triggers when there is a new missed call.
- automatically do this!Create Note
Creates a new note.
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