CallRail + LeadConnector

Track completed CallRail phone calls and update LeadConnector opportunities

Efficiently manage your sales pipeline by connecting CallRail to LeadConnector. This workflow triggers whenever a phone call is completed in CallRail, then adds or updates an opportunity in LeadConnector for that call. Streamline your lead tracking process, stay organized, and boost productivity with this time-saving automation.

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.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompanyRequired
Trigger
Instant
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- AccountsRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountsRequired
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write