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CallRail + Follow Up Boss

Create notes in Follow Up Boss for new sms received in CallRail

Easily keep track of your customer communications with this smooth workflow. When a new SMS message is received in your CallRail app, it creates a corresponding note in your Follow Up Boss platform. This automation helps in ensuring that no important messages slip through the cracks, enhancing your customer service management.

Easily keep track of your customer communications with this smooth workflow. When a new SMS message is received in your CallRail app, it creates a corresponding note in your Follow Up Boss platform. This automation helps in ensuring that no important messages slip through the cracks, enhancing your customer service management.

  1. When this happens...
    CallRailCallRail
    SMS Received

    Triggers when an SMS message is received.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
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    • 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

  • Call Tracking
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