Call Tools PCC and Salesflare

Phone & SMS calltools.com ↗

How to connect Call Tools PCC

Via Zapier — 39 operations available. Set it up ↗

What you can automate

When new Contact in Call Tools PCC, find or create contact in Salesflare.
When new Contact Disposition Event in Call Tools PCC, find or create contact in Salesflare.
When new Email in Call Tools PCC, find or create contact in Salesflare.
When new Email Address in Call Tools PCC, find or create contact in Salesflare.
When new Note in Call Tools PCC, create internal note in Salesflare.
When new Opportunity in Call Tools PCC, create opportunity in Salesflare.

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Call Tools PCC operations on Zapier

Triggers (16)

Start a workflow when this happens

New Calendar Event — Triggers when a new calendar event is created by an agent in Call Tools.
New Call Disposition Event — Triggers when a new call disposition is created by an agent in Call Tools.
New Call Transcript — Triggers when a new call transcript is saved in Call Tools.
New Connector Button Click — Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
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.

Show 11 more triggers

New Contact Disposition Event — Triggers when a contact disposition is updated.
New Contact Tag Event — Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
New Email — Triggers when a new email is sent by a agent in Call Tools.
New Email Address — Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
New Goal Achievement — Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
New Note — Triggers when an agent in Call Tools saves a new note on a contact.
New Opportunity — Triggers when a new opportunity is created by an agent or automation in Call Tools.
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.
New Phone Number — Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
New SMS — Triggers when a SMS message is sent or received within Call Tools.
New 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.

Actions (9)

Things Salesflare can make it do

Bucket a Contact — Adds a contact to a bucket.
Create Contact — Creates a new Contact
Create Do Not Contact Entry — Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.
Find or Create Contact — Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Find or Create Contact — Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Show 4 more actions

Tag a Contact — Add a single tag to a existing contact.
Update Contact — Update a existing contact.
Update Contact Do Not Contact — Updates a contact and sets do not contact to true to prevent calls and messages.
Update Contact Set Ready — Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by

Searches (14)

Look up existing records

Get All Notes Summarized by Contact Id — Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note
Get All Notes by Contact ID — Return all the notes for a specific contact ID.
Get Calendar Event Type by ID — Gets the calendar event type object by ID so you can check details like its name.
Get Call Disposition by ID — Gets a single call disposition object by ID so you can get details such as name.
Get Contact Disposition by ID — Gets a Contact Disposition object by ID to see details such as name.

Show 9 more searches

Get Contact by ID — Retrieve a single contact using a Contact ID
Get Last Note by Contact ID — Get only the most recent note for a specific contact ID. This will only return 1 note.
Get Phone Number Object by ID — Gets a phone number object by ID
Get Tag by ID — Gets a Tag object by ID
Get User Custom Settings — Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.
Get User by ID — Gets a user object by ID to view details such as name or email.
Search Contacts — Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Search Contacts by Phone Number — Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Search Phone Number Objects by Phone Number — Finds a phone number object by phone number and optionally contact id