Connect CallHub and customer fields to Build Intelligent Automations
Choose a Trigger
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
- Request a new Action for customer fields
Enable Integrations or automations with these events of CallHub and customer fields
Enable Integrations or automations with these events of CallHub and customer fields
Triggers
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
Actions
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
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Frequently Asked Questions
To start, connect both your CallHub and customer fields accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in customer fields (or vice versa).
Absolutely. You can customize how CallHub data is recorded in customer fields. This includes choosing which data fields go into which fields of customer fields, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and customer fields typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and customer fields. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout customer fields
Customer Fields provides a way to collect and store custom data for Shopify customers
Learn More
