Turn Every Call into a Sales Opportunity
Connect Tata Smartflo cloud telephony with AssignSales CRM to make calls, track customer conversations, manage call activity and stay on top of every follow-up—all from a connected sales workflow.
Workflow
Key Integration Highlights
Click-to-Call from AssignSales
Start customer calls directly from CRM records instead of manually dialing phone numbers. Smartflo's Click-to-Call API is designed specifically for external applications and CRMs.
Incoming Call Identification
Connect incoming calls with CRM records so sales representatives can identify existing customers or prospects and respond with relevant context.
Automatic Call Activity
Bring call-related information into the CRM so sales teams can maintain a more complete history of customer interactions.
Call Recording & History
Access relevant call history and recordings through the connected telephony environment, supporting sales review, quality monitoring and customer interaction tracking. Smartflo's CDR API provides historical call records and recordings.
Lead & Contact Context
Connect telephone interactions with leads and contacts so sales representatives can work with customer information and communication history from a centralized CRM environment.
Call-Based Sales Insights
Use call activity and CRM data to understand sales engagement, follow-up activity and team performance.
Real-Time Call Events
Smartflo webhooks can send call events to external applications in real time, including events related to calls being received, answered, missed and completed.
Better Follow-Up Management
After a sales call, representatives can record the interaction and create the next follow-up activity in AssignSales, helping reduce missed sales opportunities.