Latest Updates To Pinnacle Ai CRM

Log External Call

Log External Call

August 20, 20241 min read

Keeping your calls in just one place has never been easier, no need to change numbers, you can keep track of all calls inside your CRM even if you are using your office number by using the Log External Call action.

⭐️Why Is This Feature Beneficial To Your Business?

  • Consistent Branding: This feature removes the need for a new number for businesses with an already established line allowing you to keep the legacy alive.

  • Easier Organization: No need to check for multiple call logs or worry about misplacing a recording, all the information stays together.

  • Minimized Friction: Enjoy all the benefits of a CRM phone without your clients becoming confused over the change.

⭐️ How To Use the Log External Call Action:

  1. Head over to the Workflows Tab inside the Automation section and create a New Workflow.

    a
  2. Click Add New Trigger and select Inbound Webhook.

    m
  3. Map your Webhook as per the instructions of your external phone service, and make sure to save the Trigger before continuing.

    k
  4. Click the plus sign button to add the action "Log External Call"

    k
  5. Set the direction for the call (Inbound for incoming, outbound for outgoing), and use custom values to set the rest of the details.

    l

  6. Save the Action and Workflow. The call will be displayed in the conversations section of the contact.

j

With the Log External Call action, you can keep a thorough record of any calls you have with your customers even if using a phone number you have externally from the system, ensuring no interaction goes missing and you have all information handy whenever needed.

Log External CallAutomation
blog author image

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.