CallRail + Follow Up Boss
Log completed CallRail phone calls as new inquiries or website events in Follow Up Boss
Effortlessly keep track of completed phone calls with this CallRail to Follow Up Boss automation. When a phone call is marked as completed in CallRail, this workflow will create a new inquiry or website event in Follow Up Boss, ensuring that all important call details are logged and easily accessible. Stay organized and never miss an opportunity to follow up with clients.
Effortlessly keep track of completed phone calls with this CallRail to Follow Up Boss automation. When a phone call is marked as completed in CallRail, this workflow will create a new inquiry or website event in Follow Up Boss, ensuring that all important call details are logged and easily accessible. Stay organized and never miss an opportunity to follow up with clients.
- 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!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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