How does the logic for handling incoming/outgoing calls work with FreshSales Integration?

How does the logic for handling incoming/outgoing calls work with FreshSales Integration?

Incoming / Outgoing Calls

MyOperator will search for a contact in FreshSales CRM with the customer's phone number.
  1. Contact doesn’t exist: MyOperator will add the contact and activity in the CRM
  2. Contact Exists: Myoperator will add the activity and tag the existing contact to the activity

    • Related Articles

    • Call Handling Logic for FreshSales Integration

      ? Table of Contents Overview Incoming Calls Outgoing Calls Notes on Call Routing Modes Best Practices for Call Handling FAQs Related Articles ? Overview The integration of MyOperator with FreshSales ensures seamless call logging and management. ...
    • FreshSales CRM + MyOperator Integration FAQs

      ? Table of Contents Overview Prerequisites for Integration Call Handling Logic Fields Included in Logged Activities Integration Steps AfterCall Webhook Setup Syncing Users Between FreshSales and MyOperator Important Notes & Limitations FAQs Related ...
    • How Does the Integration Logic Work with FreshDesk Integration?

      ? Table of Contents What is the Integration Logic Between MyOperator and FreshDesk? What Are the Initial Setup Steps for Integration? How Does Agent Synchronization Work? What Happens When Ticket Assignment Occurs? What Are the Webhook Configuration ...
    • Prerequisites for FreshSales CRM + MyOperator Integration

      ? Table of Contents Overview Prerequisites for Integration Configuration Steps Final Checklist FAQs Related Articles ? Overview Integrating FreshSales CRM with MyOperator allows you to seamlessly track call activities, manage lead assignments, and ...
    • How to make outgoing calls via MyOperator (Click to call and Dialer app)

      MyOperator is giving facility to make outgoing calls via MyOperator. You and your team can initiate calls from the mobile app, web panel, and CRM MyOperator provides a Caller-ID to make outgoing calls, Caller-ID is the number that displays on ...