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CallRail + Close

Create new contacts in Close from completed outbound calls in CallRail

Turn every outbound call into an opportunity for future business engagement with this efficient workflow. Once your call is completed in CallRail, this automation creates a new contact in Close for easy follow-up. Eliminate the need for manual data entry and ensure you're maintaining a robust and accurate contact database for your outreach efforts.

Turn every outbound call into an opportunity for future business engagement with this efficient workflow. Once your call is completed in CallRail, this automation creates a new contact in Close for easy follow-up. Eliminate the need for manual data entry and ensure you're maintaining a robust and accurate contact database for your outreach efforts.

  1. When this happens...
    CallRailCallRail
    Outbound Call Completed

    Triggers after an outbound 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.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
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    • AccountsRequired

    Trigger
    Instant
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    • 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
    Try It
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About CallRail

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

Related categories

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.