Myphoner

myphoner is a cloud based cold calling and lead management tool that helps sales teams organize, track, and follow up with prospects integrating with make com lets users automate lead assignment, update lead statuses, and trigger workflows based on call outcomes this is ai generated content based on official myphoner documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //myphoner help/en/articles/2197842 how do i make myphoner dial directly requirements to use the myphoner app in make, you must have an active account and an api key, https //www myphoner com/ for subscription, refer to the https //www myphoner com/ connect myphoner and {{product name}} to get started, you must first create a connection between myphoner and {{product name}} , allowing the two services to communicate obtain your api key in your myphoner account create the connection in make obtain your api key in your myphoner account before you create the connection in {{product name}} , you should first obtain your api key in your myphoner account to obtain your api key navigate to manage select integrations or api copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //myphoner help/en/articles/4722143 using your api key create the connection in {{product name}} https //www make com/en/register , add the myphoner module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your myphoner account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page myphoner modules after connecting to the myphoner app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a lead archives a selected lead, marking it as inactive or no longer active in your system create a list creates a new list within your selected application or workspace create a new lead creates a new lead record in your crm or sales platform delegate / claim a lead assigns an existing lead to another user or transfers ownership of the lead to a different user find leads by fields search for leads using specific criteria or multiple field filters get a lead fetches detailed information about a specific lead that already exists in your system get a list fetches the details of a specific existing list from your account make an api call executes a custom api request to the connected service using your authorized credentials mark a lead as a loser marks a selected lead as lost in your system mark a lead as a winner marks a selected lead as the winning lead in your system mark a lead for a call back marks a lead as requesting a call back migrate / move a lead transfers a lead from one list to another search leads by a query searches for leads that match a specific query or set of criteria search lists fetches all lists that have been created in your current account update a lead updates the details of an existing lead in your system view leads in a list fetches lead information from a specified existing list watch archived lead monitors and detects when a new lead is archived watch call back lead monitors and detects when a new callback lead is created watch lost lead monitors and detects when a lead is marked as lost watch winner lead monitors and detects when a new lead is marked as a winner templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} myphoner resources you can have access to more resources related to this app on the following links https //www myphoner com/ https //www myphoner com/docs/api/ https //www make com/en/integrations/myphoner