Call to CRM
ThinkAutomation can save telephone conversations into your CRM or database as audio files. This helps you get all your customer details and conversations together in one place.
Rather than manually typing in the context of a customer call against a CRM record, ThinkAutomation will automatically add the actual recording on your behalf.
Use case
You want to improve your customer records by ensuring that phone calls are documented. So, you enable recording on customer calls. Then, you set up rules so that the URL of each call recording is automatically added to the right customer account in your CRM.