CallRail + Follow Up Boss

CallRail + Follow Up Boss integrations

Log completed CallRail phone calls in Follow Up Boss as calls

Stay on top of your communication game with this workflow. When a phone call has been completed in CallRail, as part of the automation, a log of the call data will be created in Follow Up Boss. This way, you can transparently track and manage all telephonic interactions with clients or partners without the need for manual inputs. It's an optimal solution for not missing critical call information and keeping your client interaction records up to date.

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
automatically do this!
Log CallLogs a call on a contact.
ActionWrite

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Discover other triggers and actions you can use with CallRail and Follow Up Boss

- Account
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- Account
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- Company
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- Accounts
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- Account
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- Account
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- Account
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- Accounts
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New Deal
Fires when a new deal is created in Follow Up Boss.
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New Contact
Fires when a new contact is created in Follow Up Boss.
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- Tag name
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- Contact Phone, Email, or ID
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- Tag(s)
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- Contact Phone, Email, or ID
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- Stage
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- Contact Phone, Email, or ID
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- Name
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- Pipeline
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- Stage
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- Team Member(s)
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- Description
- Price
- Commission
- Projected Close Date
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- Contact Phone, Email, or ID
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- Name
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- Type
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- Assigned To
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- Due
- Is Completed
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- Contact Phone, Email, or ID
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- Action Plan
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- Event Type
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- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
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- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
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- Contact Phone, Email, or ID
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Action
Search

- Account
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- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
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- Companies
  Required
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
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- Pipeline name
- Stage name
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- Stage name
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- Contact Phone, Email, or ID
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- Team Member(s)
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- Contact Phone, Email, or ID
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- Action Plan
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- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
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- Contact Phone, Email, or ID
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- Message
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- Subject
- Message is HTML
Action
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- Contact Phone, Email, or ID
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- Phone Number
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- Type
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- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
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- Team Member
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Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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 Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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CRM (Customer Relationship Management)

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Log completed CallRail phone calls in Follow Up Boss as calls

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