Solution

Latest Updates To Pinnacle Ai CRM

Log External Call

Log External Call

system updates
August 20, 2024•1 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.

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  2. Click Add New Trigger and select Inbound Webhook.

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

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

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

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

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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
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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.

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