CallRail + The Customer Factor

Create new prospects in The Customer Factor for completed phone calls in CallRail

Effortlessly manage your leads with this workflow that connects CallRail and The Customer Factor apps. Whenever a phone call is completed in CallRail, a new prospect will be created in The Customer Factor, allowing you to easily track and follow up with potential clients. Save time and improve lead management with this seamless integration.

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.
TriggerInstant
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Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompanyRequired
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- AccountsRequired
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- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompaniesRequired
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- AccountsRequired
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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New Customer
Triggers when a new customer is added to The Customer Factor.
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn more

Related categories

Call Tracking

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

Related Zap Templates

Create prospects in The Customer Factor from new CallRail sms messages

Related Zap Templates

Create prospects in The Customer Factor from new CallRail sms messages

CallRail + The Customer Factor

Create new prospects in The Customer Factor for completed phone calls in CallRail

Supported triggers and actions

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

About CallRail

Related categories

About The Customer Factor

Related categories

Related Zap Templates

Related Zap Templates