Zappier Call Result and Note Export

2 votes

We should be able to integrate according to the call result and export to CRM. Not just the leads but also not interested, wrong, disconnected....

Under consideration 3rd Party Integration Suggested by: Aaron (06 Aug, '21) • Upvoted: 16 Aug, '21 • Comments: 2

Comments: 2

16 Aug, '21
Collin Whitehouse Merged
There are times when my callers would like to make changes to the notes, or make additional comments. However, there is no option to email out the additional lead notes. So when I receive the automated email lead sheet, it is incomplete information. Is it possible to have a button on the contact to be able to email the lead sheet?
10 Sep, '21
Aaron Johnson Admin
"Emailing Additional Notes" (suggested by Collin Whitehouse on 2021-08-16), including upvotes (1) and comments (0), was merged into this suggestion.