The integration of Megacall with Zapier means double the advantages that Megacall already offers. Why? Because we are talking about one of the most popular automation platforms on the market, a platform that allows you to connect Megacall with over 5.000 apps, and the best part, without the need for technical knowledge or complex development.
Zapier has the ability to connect a wide range of tools for business management, such as CRMs, messaging systems, or even applications for project or sales management, among many others that could be highlighted.
With all this, businesses can save time by automating everything, reducing errors, and ultimately boosting productivity within the team, all without the need for programming knowledge, making it accessible to any company regardless of its size.
Automating call processes, logging interactions into the CRM, or sending notifications when you receive a call are just some of the functions that can be achieved with the integration between Zapier and Megacall, among others. Let’s take a look at some of them below.
How does the integration between Zapier and Megacall work?
The integration between Megacall and Zapier allows businesses to automate telephony tasks effortlessly. Thanks to Megacall’s API on Zapier, users can connect their phone service with many of the apps available on Zapier, streamlining call management, contacts and notifications.
- Call notification for both incoming and outgoing calls, including call initiation, answered calls, call end, and missed calls.
- Call recording transfers.
- Callback call configuration triggered by different events.
- Incoming SMS transfers for better message management.
Integration features with Megacall CRM
- Add a new lead and update an existing one.
- Add a new client and update an existing one.
- Log information in the customer’s history for better tracking.
- Create new tasks and update existing ones.
- Integration with Facebook Messenger for seamless communication.
Benefits of the Megacall-Zapier integration
- Eliminates manual processes, creating a more automated workflow that boosts productivity beyond what Megacall already offers.
- Access to Zapier’s extensive features and applications, allowing Megacall to connect with a wide range of tools based on business needs.
- Automated call management, enabling teams to respond faster to customers and business opportunities.
Examples of using Zapier
Customer communication channel using Megacall – Zapier – Facebook Messenger integration.
One of the main requirements for this integration is having a Facebook page. Once the page is set up, you can add a “send message” button to facilitate communication with customers.
What does this achieve? With this integration, whenever a visitor sends a message to your facebook page, a new lead is automatically created in Megacall CRM. This allows any team member to manage the conversation and continue interacting with the customer from their history. Additionally, new message notifications can be received directly in the notification center.
Email integration for missed calls.
By integrating email services like Gmail, you can ensure that when an incoming call is missed on the virtual PBX, an email is automatically sent to a specified address. This way, agents are notified instantly and can take the necessary actions to follow up on the missed call.
You can also configure similar actions in Gmail or any 5.000+ apps available on zapier, including Microsoft Teams, Google Calendar, Slack, Twitter and Facebook Messenger, among others.
Sendings SMS via Zapier.
With Zapier’s SMS integration, you can automatically send SMS messages based on specific triggers. For example, when someone completes a survey in a Google form, they can instantly receive an SMS with their selected response. Additionally, you can customize which specific data from the Google form will be included in the SMS, making it a flexible and efficient tool for communication.
