CallRail + Dazos CRM

CallRail + Dazos CRM integrations

Capture new forms in CallRail and create leads in Dazos CRM

Streamline your lead management process with this efficient workflow. Whenever a form is captured on CallRail, a new lead is instantly created in Dazos CRM. This automated workflow ensures no leads fall through the cracks, allowing you to maintain an up-to-date, comprehensive CRM database without manual data entry. Perfect for businesses aiming to optimize lead tracking and improve their customer relationship management.

When this happens...
Form CapturedTriggers when a form is captured.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with CallRail and Dazos CRM

Discover other triggers and actions you can use with CallRail and Dazos CRM

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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Lead Updated
Trigger a Zap when a Lead gets updated
Trigger
Polling
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Sales Stage Changes
trigger a Zap when an Opportunity’s Sales Stage changes
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- ID
  Required
- PAA Status
  Required
Action
Write

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
Admitted Status Change
Trigger a Zap when a patient’s Admitted Status changes
Trigger
Polling
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- ID
  Required
- Sales Stage
  Required
Action
Write
- ID
  Required
- VOB status
  Required
Action
Write

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

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier