Integration · Beta

Sainer × Carerix

Sainer looks up the caller in Carerix, through RedCactus' integration. After the call, the summary, and optionally the transcript, goes to the right person in Carerix. You need a RedCactus licence for this.

via

RedCactus

Visit site

3 / 34

Via RedCactus

Sainer doesn't connect to Carerix directly, but through RedCactus. Already connected Carerix to RedCactus? Then Sainer uses that connection. You need a RedCactus licence for this.

How the RedCactus integration works

See it in action

The video is in Dutch, with English subtitles.

Carerix in your workflow

Before and after the call

Before the call

Sainer looks the caller up in Carerix before the call starts.

The caller's number goes to Carerix through RedCactus
Sainer gets back who's calling
If Carerix doesn't respond in time, Sainer simply picks up

After the call

Sainer logs the call in Carerix.

The summary and optionally the transcript go to the right person through the Activity Hub
No match? The call stays in the Activity Hub for you to link

Getting started

How it works

1
Connect Carerix to RedCactus
Ask the Carerix helpdesk for the API key and to switch on click-to-call, and set up the integration in RedCactus.
2
Connect Sainer to RedCactus
Follow the steps on the RedCactus page. Sainer then uses your Carerix integration to look up callers and log calls.

More integrations