For Businesses with an established Phone number getting a new one or changing it is a challenge, not only is the current phone part of your brand, but clients have already memorized it and it's part of your promotional material. However, you don't want to miss out on the benefits of a CRM-connected phone number such as the call registry. If this sounds like it might be you Log External Call will be the solution to your problems.

With Log External Call you can set up automation to manage your incoming and outgoing calls as if directly done within your CRM while keeping your external number, and all you'll need is to connect your current phone system through a webhook.

How to Set It Up?

Head to the Workflows Tab inside the Automation section and create a New Workflow.

Click Add New Trigger and select Inbound Webhook.

Copy the link for your Webhook and add it to your phone provider, once you do click Fetch Sample Requests this will give you options to select so you can establish the connection.

After selecting the payload save the trigger.

Click the plus sign button to add the action "Log External Call".

Set the direction for the call (Inbound for incoming, outbound for outgoing), and use custom values to set the rest of the details, i.e. Contact number.

Save the Action and add the steps you want it to go through next.

Save the Workflow and you're done. Once the calls start, they will be displayed in the conversations section of the contact.

With the Log External Call action, you can keep a thorough record of any calls you have with your customers even if using a phone number you have externally from the system. No need to confuse your clients with number changes while ensuring no interaction goes missing and all information is handy whenever needed.