This automation scenario allows you to connect Analytic Call Tracking and Email
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Analytic Call Tracking
Triggers after a call is received in ACT.
Then this action happens in Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.
This guide contains information on how to set up an automatic workflow that allows to Send emails for new calls received on Analytic Call Tracking.
Part I
First, we need to connect Analytic Call Tracking and Email to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Analytic Call Tracking to Zapier.
Give Zapier access to your Analytic Call Tracking account, using Analytic Call Tracking credentials.
Connect Email to Zapier.
Give Zapier access to your Email account, using Email credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Analytic Call Tracking
Choose the following trigger: New Incoming Call (Triggers after a call is received in ACT.).
Then set up an Action for Email
Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Analytic Call Tracking and Email.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails for new calls received on Analytic Call Tracking!
Triggers after a call is received in ACT.
Get Agents in ACT.
Fetch the Auto Dialer Campaigns for the user to select.
Fetch a list of contact lists.
Triggers after a call is answered in ACT.
Triggers when a new contact is added.
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
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