CallRail + Salesforce
Create new Salesforce leads from completed CallRail phone calls
Automate your lead generation process. When a phone call is finished in CallRail, this workflow springs into action, creating a new lead in Salesforce. It's an efficient way to ensure that valuable call data makes its way into your Salesforce CRM, allowing your sales team to act swiftly. Watch your customer engagement and sales productivity grow.
Automate your lead generation process. When a phone call is finished in CallRail, this workflow springs into action, creating a new lead in Salesforce. It's an efficient way to ensure that valuable call data makes its way into your Salesforce CRM, allowing your sales team to act swiftly. Watch your customer engagement and sales productivity grow.
- 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 Lead
Creates a new lead in Salesforce.
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