CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
Stay on top of your sales calls with this efficient workflow between CallRail and Salesforce. Whenever a new phone call starts in CallRail, a corresponding record will be created in Salesforce. This way, you'll be able to quickly track and manage your calls, ensuring a seamless sales process and better customer relationship management.
Stay on top of your sales calls with this efficient workflow between CallRail and Salesforce. Whenever a new phone call starts in CallRail, a corresponding record will be created in Salesforce. This way, you'll be able to quickly track and manage your calls, ensuring a seamless sales process and better customer relationship management.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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