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CallRail + Follow Up Boss

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.

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.

  1. When this happens...
    CallRailCallRail
    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.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Log Call

    Logs a call 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
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    • 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.
Learn more

Related categories

  • Call Tracking
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