CallRail + ClickUp
Create tasks in ClickUp when phone calls are completed in CallRail
Increase your productivity and improve customer engagement with this streamlined workflow. Upon the completion of a phone call in CallRail, an equivalent task is immediately generated in ClickUp. This eliminates the need for manual logging and persistent reminders to follow up on calls, assuring that you efficiently record and monitor each call within your task management system.
Increase your productivity and improve customer engagement with this streamlined workflow. Upon the completion of a phone call in CallRail, an equivalent task is immediately generated in ClickUp. This eliminates the need for manual logging and persistent reminders to follow up on calls, assuring that you efficiently record and monitor each call within your task management system.
- When this happens...Phone Call Completed
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.
- automatically do this!Create Task
Creates a new task.
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