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Lead to Deal Workflow

Lead Call Conversation Call Activity Follow-Up Opportunity Deal Closed

Key Integration Highlights

Click-to-Call from AssignSales

Start customer calls directly from CRM records instead of manually dialing phone numbers. Teckinfo's Click-to-Call API is designed specifically for external applications and CRMs.

Incoming Call Identification/Call Pop-up

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. Teckinfo'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

Teckinfo 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.

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