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Phone lookup for Creatio

Application to facilitate call post-processing and data search in the customer base
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product 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.

    Support conditions

    This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

    Price
    Phone lookup for Creatio
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.10.3 and up
    DBMS
    MS SQL
    Oracle
    PostgreSQL
    Platform
    .Net Framework

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

    Guides and manuals

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