LiveCall integration with DMSales
How to Generate persons in DMSales projects from newly-completed LiveCall calls
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Generate persons in DMSales projects from newly-completed LiveCall calls" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DMSales integrations
DMSales actions
Nekton can use any feature that is available in DMSales API.
Using our advanced AI, you can easily create custom automations for DMSales.
Here are some typical actions you can do in your automated workflows.
Add Contact's Note
Add note to the contact.
Add Tags to Contact
Adds tags to contact
Delete Tags From Contact
Deletes tags from your contact
Add Person
Add person to project on DMSales platform.
Create Event
Create custom events in DMSales, connected with contact in your project. We allow to find your contact quite easily, using e-mail, phone or DMSales ID. You're event will be created only if we can find given person in your project. You can use this action for example to register back events in contacts you previously exported with one of our triggers.
Update Person
Update person in project on DMSales platform.
About DMSales
DMSales platform is a tool to marketing and sales automation. Conduct campaigns, acquire customers and maintain relationships in one place.