CRM fields and goal actions

Send the answers your agents collect straight into your CRM, and put apps to work when goals are reached.

Data columns to CRM fields

1. 1
   Connect your CRM on the agent's Connect tab.
2. 2
   On the agent's Data tab, edit a column and choose its Send to field for that CRM.
3. 3
   Or press From <CRM> to make columns from fields you pick in the CRM.

After each call, the answers are written to those fields on the person's CRM record.

Goal actions

On a goal, choose what happens when a call reaches it:

• Tools to use during the call, such as booking in Cliniko or texting a Stripe link.
• After-call actions that run once a call's outcome matches the goal: send the call to any app, or an app's own action such as Create a deal in HubSpot or Pipedrive.

Alert, sheet and automation apps set to “Only when a goal says so” only receive calls through goal actions.