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CallRail + Salesforce

Create new Salesforce records from received CallRail sms messages

This workflow kicks in when a text message is received in CallRail, and swiftly creates a new record in your Salesforce system. It helps streamline your customer database, ensuring that each incoming SMS in CallRail is instantly acknowledged and recorded in Salesforce. Experience seamless data management through this automated process, letting you focus on important tasks rather than manual data entry.

This workflow kicks in when a text message is received in CallRail, and swiftly creates a new record in your Salesforce system. It helps streamline your customer database, ensuring that each incoming SMS in CallRail is instantly acknowledged and recorded in Salesforce. Experience seamless data management through this automated process, letting you focus on important tasks rather than manual data entry.

  1. When this happens...
    CallRailCallRail
    SMS Received

    Triggers when an SMS message is received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    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
    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
    • 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.
Triggers & Actions