CallRail + Salesforce
Add leads to Salesforce for new CallRail calls
Don't slow down your sales pipeline with manual updates. Activate this CallRail Salesforce integration and the automation will take care of those leads for you. From that point on a new lead will be created on Salesforce for every new call you receive on CallRail, bringing with it all the information you need to land those deals.
Don't slow down your sales pipeline with manual updates. Activate this CallRail Salesforce integration and the automation will take care of those leads for you. From that point on a new lead will be created on Salesforce for every new call you receive on CallRail, bringing with it all the information you need to land those deals.
- 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 Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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