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CallRail + Salesforce

Capture new forms in CallRail and create leads in Salesforce

Boost your customer outreach with this seamless integration between CallRail and Salesforce. When a form is captured in CallRail, a new lead is immediately created in Salesforce, ensuring no prospect falls through the cracks. This streamlined workflow saves you time and ensures every lead is capitalized on, promoting superior customer relationship management.

Boost your customer outreach with this seamless integration between CallRail and Salesforce. When a form is captured in CallRail, a new lead is immediately created in Salesforce, ensuring no prospect falls through the cracks. This streamlined workflow saves you time and ensures every lead is capitalized on, promoting superior customer relationship management.

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
    Try It
    • 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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.