Request: Send Call Screening to CRM

[Evolute IT]

Could we get variables in the CRM integration "ReportCall" to push the screening information to a CRM?

This would give a more complete activity log as we would get the original reason for the call without having to figure it out from the transcript.

 

[nikolascx]

Sweet - I like this one.
So get {{#call_screening}} and send it to CRM. Makes sense.
Anyway we send the transcription. Might as well extend this and send other stuff to the crm too.

Show me a sample of your CRM interface - where would you want to see this information?
Just to have your crm as an example.

My first thought is to prepend it to the call transcript.

So:

Screening: Caller wants to buy a property in Dubai Land
Transcript: {{text}}

 

[Evolute IT]

Sweet - I like this one.
So get {{#call_screening}} and send it to CRM. Makes sense.
Anyway we send the transcription. Might as well extend this and send other stuff to the crm too.

Show me a sample of your CRM interface - where would you want to see this information?
Just to have your crm as an example.

My first thought is to prepend it to the call transcript.

So:

Screening: Caller wants to buy a property in Dubai Land
Transcript: {{text}}

Yeah same place as the rest, the activity body. Then we can move it around or use it in custom fields/templates if we want.