CallRail + Zoho CRM
Manage updated CallRail phone calls by creating or updating module entries in Zoho CRM
Ensure that completed phone calls in CallRail are efficiently tracked in your Zoho CRM. This workflow takes the details from each freshly completed call in CallRail and updates or creates a new module entry within Zoho CRM. This automation provides a seamless transfer of information, allowing you to save time on data entry work and instead focus on critical customer relationships.
Ensure that completed phone calls in CallRail are efficiently tracked in your Zoho CRM. This workflow takes the details from each freshly completed call in CallRail and updates or creates a new module entry within Zoho CRM. This automation provides a seamless transfer of information, allowing you to save time on data entry work and instead focus on critical customer relationships.
- 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/Update Module Entry
Create or update module entries
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