How to Easily Save Contacts from Calls in Thoughtly

·
·

Whats the easiest way to create a new contact on a call? I want to extract their name, phone number, email and save it to my contacts in thoughtly.

  • Avatar of Torrey Leonard
    Torrey Leonard
    ·
    ·

    I would create an automation that runs after every call and use the Create Contact action

  • Avatar of Shane Perry
    Shane Perry
    ·
    ·

    thanks Torrey! Do I need to input specific variables? Can you make a video showing me how to do it?