Advantage Anywhere + CallRail

Advantage Anywhere + CallRail integrations

Add history notes in Advantage Anywhere for newly completed phone calls in CallRail

Retain CallRail interactions with a contact, all in one place. When a new phone call is completed in CallRail, a history note will be created in Advantage Anywhere. It can be handy to have a call log in the history of contacts (though it won't include calls from before you set up the template.)

When this happens...
Phone Call CompletedTriggers 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.
TriggerInstant
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Create History NoteCreates a note inside the users history section.
ActionWrite

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More things you can do with CallRail and Advantage Anywhere

Discover other triggers and actions you can use with CallRail and Advantage Anywhere

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
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Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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New Referral Source
Triggers when a new referral source is created in Advantage Anywhere.
Trigger
Polling
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- Notification Message
  Required
Action
Write

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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New Lead or Prospect Created
Triggers when there's a new lead or prospect is created in Advantage Anywhere.
Trigger
Polling
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- Note Content
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Category Name
  Required
- Company
- Email
  Required
- Phone Number
- Additional Phone
- Address
- Address Extended
- City
- State
- Zip Code
- Country
Action
Write

About Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!

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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.

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Related categories

Call Tracking