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CRM Integrations for BT Cloud Work
CRM Integrations for BT Cloud Work
by Workato Inc.
PREMIER PARTNER

This app contains pre-packaged integration recipes for BT Cloud Work to CRM systems like Salesforce, HubSpot and hundreds more.

CRM Integrations for BT Cloud Phone by Workato

Workato is an enterprise-class, no-code Integration and Automation platform that is trusted by over 18,000 businesses. You can seamlessly integrate BT Cloud Work with CRM systems like Salesforce, Hubspot, etc, or with any of our 1000+ apps without coding. Workato allows you to automate your workflows, and do bi-directional data syncs between your apps.


With this package of recipes ready to be installed and used, users can:

• Log new calls in Salesforce (create new lead or event for lead)

• Log new calls in Hubspot (create new contact or engagement call log activity for contact)

• Send out a SMS to call recipient when there is a missed call in RingCentral

• Send out SurveyMonkey Feedback Survey once BT Cloud Work call has ended


Original release date: 2017-10-21

Requirements

None

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read AccountsView user account information, e.g. name, business name, and contact info
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records