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Phone lookup for Creatio

Application to facilitate call post-processing and data search in the customer base
    Description
    Product description

    This app provides an extraordinary simple and useful feature - help users to search for known customers and prospects in their customer base (contacts, accounts and leads) by phone number after an inbound call. 

    Add-on works the best once connected with an external web-based telephony system: you can simply redirect user to a single Creatio URL at the call postprocessing stage. It will show the search results - the list of contacts, accounts and leads that match the phone number.

    Languages
    Price
    Phone lookup for Creatio
    Free

    Terms & Conditions

    Support is not available for this application.
    Support conditions

    Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

    Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

    We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

    Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.10.3 and up
    DBMS
    PostgreSQL
    MS SQL
    Oracle
    Platform
    .NET Framework
    Deployment options
    Cloud
    On-site

    This application can NOT be used in environments without the Leads functionality. The packages without Leads functionality are provided by request.

    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    Leave your feedback about the solution to its developer and Marketplace team

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