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In the sales world, you need to distinguish between new and existing leads. You probably have a specific workflow for new leads—maybe a call, demo, onboarding email campaign—that you wouldn't use for existing leads.

How a Systems Technologist Helps Her Team Differentiate New and Existing Leads with Automation

With this automation, easily track your phone leads without spending the extra time on data entry. Once a phone call in CallRail is completed, a new spreadsheet row will be created in Google Sheets.

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

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.

Phone Call Completed

Triggers when a phone call is marked as "Spam".

Phone Call Marked as Spam

Triggers when an inbound phone call is started.

Phone Call Started

Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger. 

Phone Call Tagged

Company Created

Form Captured

Form Capture Tagged

Triggers after an inbound phone call has been completed and its recording and transcription have been 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.


Outbound Call Completed

Triggers when a Session Tracker is created.

Session Tracker Created

Triggers when an SMS message is received.

SMS Received

SMS Sent

Triggers when a Source Tracker is created.

Source Tracker Created

User Created

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

How a Systems Technologist Helps Her Team Differentiate New and Existing Leads with Automation

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