CallRail + SugarCRM
Start new records in SugarCRM when phone calls start in CallRail
Start managing your client interactions more efficiently with this workflow. When a phone call starts in CallRail, a new record is created in SugarCRM. This provides a seamless way to track call information, ensuring every detail from your conversations gets compiled exactly where you need it. Say goodbye to manual data entry, embrace automation, and focus more on building client relationships.
Start managing your client interactions more efficiently with this workflow. When a phone call starts in CallRail, a new record is created in SugarCRM. This provides a seamless way to track call information, ensuring every detail from your conversations gets compiled exactly where you need it. Say goodbye to manual data entry, embrace automation, and focus more on building client relationships.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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