CallRail + Follow Up Boss
Log completed CallRail phone calls and update contacts in Follow Up Boss without triggering action plans
Effortlessly manage your contacts after a completed phone call with this automation between CallRail and Follow Up Boss. Once a call is marked as complete in CallRail, this workflow will create or update the contact in Follow Up Boss without triggering action plans, ensuring your contact information stays up to date and allowing you to focus on providing top-quality service. Stay organized and save time with this seamless contact management solution.
Effortlessly manage your contacts after a completed phone call with this automation between CallRail and Follow Up Boss. Once a call is marked as complete in CallRail, this workflow will create or update the contact in Follow Up Boss without triggering action plans, ensuring your contact information stays up to date and allowing you to focus on providing top-quality service. Stay organized and save time with this seamless contact management solution.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
