CallRail + LeadConnector
Create or update LeadConnector opportunities when CallRail phone calls start
Start tracking your new leads effortlessly with this automated workflow between CallRail and LeadConnector. Whenever a phone call starts in CallRail, this workflow will create or update an opportunity in LeadConnector, ensuring you stay on top of all potential business opportunities. Save time and eliminate manual data entry while keeping your pipeline updated and organized.
Start tracking your new leads effortlessly with this automated workflow between CallRail and LeadConnector. Whenever a phone call starts in CallRail, this workflow will create or update an opportunity in LeadConnector, ensuring you stay on top of all potential business opportunities. Save time and eliminate manual data entry while keeping your pipeline updated and organized.
- When this happens...Add/Update Opportunity
Adds or updates an existing opportunity.
- automatically do this!Phone Call Started
Triggers when an inbound phone call is started.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
AccountRequired
CompaniesRequired
Try It
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
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)
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
AccountRequired
CompaniesRequired
Try It
