CallRail + Salesforce
Start new Salesforce leads when phone calls start in CallRail
Start managing your leads efficiently. With this workflow, as soon as a phone call begins in CallRail, a new lead is created in Salesforce straight away. This helps you keep track of potential clients and ensures that no opportunities slip through the cracks. Better lead management and time-saving are just a setup away.
Start managing your leads efficiently. With this workflow, as soon as a phone call begins in CallRail, a new lead is created in Salesforce straight away. This helps you keep track of potential clients and ensures that no opportunities slip through the cracks. Better lead management and time-saving are just a setup away.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
