Intégration CompanyHub + Hipcall

CompanyHub est un logiciel CRM qui offre un accès en temps réel et à un coup d'œil aux informations de contact des prospects, aux e-mails, aux conversations, aux tâches et à bien plus encore.

Lorsque cela se produit (déclencheurs)

Effectuer ceci (Actions)

Create task
Creates a new task.

Update task
Updates an existing task.

Create contact
Creates a new contact.

Update contact
Updates an existing contact.

Create company
Creates a new company.

Update company
Updates an existing company.

Create deal
Creates a new deal.

Update deal
Updates an existing deal.

Call init
When a call start.

Call hangup
When the call hangup.

Create callback
When the caller create a new callback request.

Create Contact
Creates a new contact.

Create Company
Creates a new company.

Create Deal
Creates a new deal.

Update Contact
Updates selected contact.

Update Company
Updates a selected company.

Update Deal
Updates the selected deal.

Search Contact
Searches contact in the specified table.

Create Record in Custom Table
Creates a new record in custom table.

Update Record in Custom Table
Updates a selected record in the custom table.

Create Note in Contact
Creates a new note in the contact.

Create Note in Company
Creates a new note in the company.

Create Note in Deal
Creates a new note in a deal.

Create Task
Creates a new task.

Find Record
Finds a record in the specified table.

Find Record In Custom Table
Finds a record in the custom table.

Get All Companies
Show all companies.

Get All Contacts
Show all contacts.

Create Custom Contact
Creates a new custom contact.

Delete Contact
Deletes a contact.

Delete a Company
Deletes a company.

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