How to update your CRM after a call

After every call the agent updates the lead in your CRM, for example its status or the call summary. First connect the system.

1. On the agent page click "Configure", choose "Automations" and click "New automation"

2. Choose when, for example "After a call the customer answered"

3. Pick the connected system at the top of the list

4. Choose what to change in the system

   If the action you need is not listed, choose the last option and describe in words what should happen.

5. Under "Which lead to update?" choose how the agent finds the lead

   Finding it by the customer's phone fits most cases.

6. On the "This is how it will look" screen click "Try on a test lead"

   "Technical details" shows what is sent to the system.

7. Click "Turn on"

   After the next call the update appears in your CRM, and on the automation's page under "What happened lately".

See also: how to create an automation and how to test an automation before turning it on.