Attention Dance Studio Owners!
We are thrilled to introduce a new feature on Enrollio that will simplify managing your contacts: the ability to log external calls to your CRM using workflows. This new capability ensures that any calls made to or from your studio's phone number are automatically recorded and stored in your CRM for future reference.
How It Works:
Set Up a Workflow:
Use the "Inbound Webhook Trigger" option to trigger a workflow whenever a call is made to your studio's phone number.
Configure the Action:
Set up the "Log External Call" action within the workflow. This prompts the system to record and store call information in your CRM.
Include Call Details:
Ensure that call direction and phone numbers for both inbound and outbound calls are included for accurate logging.
Why This Feature is Useful:
Keep Track of Important Conversations:
Easily log and reference conversations with parents, students, or other contacts, ensuring no important details are lost.
Monitor Customer Interactions:
Gain insights into how your studio communicates with customers, helping identify areas for improvement and ensuring professional interactions.
Save Time and Effort:
Automate call logging to save time and reduce the potential for human error, ensuring accurate data entry.
Getting Started:
To help you configure the "Log External Call" action, we have included images for reference in the workflow setup. These visual aids will guide you through the process, making it simple to set up and start using this new feature.
Conclusion:
We hope this new feature makes managing your contacts and customer interactions easier. If you have any questions or need assistance setting up your workflows, our support team is here to help.
Happy logging!
