EasySync CRM Workflow

When a customer fills out your web form, your CRM usually captures the contact details (like name, phone number, and email). But here’s where EasySync takes it to the next level:

• An API instantly sends this  customer information to the call workflow.
• No waiting. No manual imports.  The workflow is triggered automatically, and our platform contacts the  customer.

Imagine a customer filling out your form and receiving a call from your company in under 30 seconds!

We work with you to set up a winning call strategy that maximizes customer engagement and follow-ups.

For example:

• Day 1: Two calls are made to each customer, with the second call leaving a voicemail if the customer does  not pick up.
• Day 2: No calls (skip a day).
• Day 3: Two calls are made, with the last call leaving a voicemail if the customer does not pick up.
• Day 4: No calls (skip a day).
• Day 5: One final call is made.

We’ll also help you create engaging scripts for live customer conversations and voicemail messages. Your message will be clear, professional, and effective from when they pick up to when they listen to a voicemail.

You control when your calls are made. With EasySync, you can specify the business hours during which you want calls to be made.

Once the workflow is set, our AI system executes everything automatically. No more manual call logs or missed follow-ups.

Here’s how it works:

• Calls are made automatically according to your workflow.
• If a voicemail is required, it’s left using a pre-recorded or personalized message.
• Every interaction is automatically logged for tracking and compliance.

This isn’t just automation — it’s precision automation. Every call, voicemail, and touchpoint happens exactly when it should.

 Every customer interaction is recorded and sent back to your CRM in real-time. You’ll know exactly what happened with every call, so you can track conversions, customer interest, and even why a lead didn’t convert.

What’s Included in Post-Call Data?

• Call outcomes (Transferred, Voicemail Left, Unsubscribed, etc.)
• Customer engagement (Did they answer?)
• Notes and status updates are synced directly into your CRM via webhook.

You can also review this data directly from your custom dashboard for a complete view of every customer interaction.