Startel CMC and Salesflare

How to connect Startel CMC

What you can automate

  • When new Task in Salesflare, add OnCall Assignment in Startel CMC.

About Startel CMC

The Startel CMC is a best-in-class contact management system for contact centers and telephone answering services.

Startel CMC operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New IntelliForm — Triggers when a new IntelliForm is saved or filed on the specified Client ID.

Actions (5)

Things Salesflare can make it do

  • Add IntelliForm — Create a new IntelliForm for the specified Client ID
  • Add Note — Add a Note (activity trace comment) to the specified Form ID
  • Add OnCall Assignment — Creates a new assignment on the specified CMC OnCall schedule
  • Display System Notification — Generates a System Notification action, useful for making agents aware a Zap has failed.
  • Mark Complete — Mark an IntelliForm as "Complete" (filed/delivered)

Searches (3)

Look up existing records

  • Find Member by Name — Use a person's name to look up their Member ID
  • Get Notes — Get the Notes (activity trace) associated with the specified Form ID
  • Get OnCall Assignments — Get upcoming assignments from the CMCOnCall schedule for the specified client ID

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free