CallRail + Salesforce
Add custom Salesforce objects for new calls received on CallRail
If your calls on CallRail are feeding your Salesforce workflows, don't waste your precious time manually updating the information when you can automate the whole thing with this CallRail-Salesforce integration. It will trigger every time you receive a new call on CallRail, automatically creating a new custom object on Salesforce with all the details you need.
If your calls on CallRail are feeding your Salesforce workflows, don't waste your precious time manually updating the information when you can automate the whole thing with this CallRail-Salesforce integration. It will trigger every time you receive a new call on CallRail, automatically creating a new custom object on Salesforce with all the details you need.
- 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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