Hello,
You automatically link records from the “Booked Calls” table to the relevant client CRM, you can set up relationships between these tables. Here are a few approaches you can consider:
Database Relationships:
If you’re using a database system (e.g., Microsoft Dataverse, SQL, etc.), create a relationship between the “Booked Calls” table and each client’s CRM table.
Define a foreign key (e.g., client ID) in the “Booked Calls” table that corresponds to the primary key in the client CRM tables.
When a new call is booked, populate the client ID based on the relevant client.
This way, records will automatically link to the appropriate client CRM.
Webhook Logic:
In your webhook logic (where calls are captured), include a step to determine the client associated with each call.
Based on the client, programmatically insert the call record into the corresponding client CRM table.
Ensure that the client ID or other relevant identifier is included in the call data.
Automated Scripts or Workflows:
Use automation tools (e.g., Microsoft Power Automate, Zapier, etc.) to create workflows.
Set up triggers to detect new call records in the “Booked Calls” table.
Based on predefined rules (e.g., client name or other criteria), automatically create corresponding records in the client CRM tables.
I hope this info useful to you.
Best regard
MyFordBenefits
