Create new HoneyBook clients from completed CallRail phone calls
Complete your phone calls on CallRail and effortlessly manage your clients in HoneyBook with this streamlined workflow. Whenever you finish a call in CallRail, this automation creates a new client profile in HoneyBook, saving time and ensuring a consistent and efficient client management process. Perfect for businesses looking to enhance productivity and keep track of customer interactions seamlessly.
Complete your phone calls on CallRail and effortlessly manage your clients in HoneyBook with this streamlined workflow. Whenever you finish a call in CallRail, this automation creates a new client profile in HoneyBook, saving time and ensuring a consistent and efficient client management process. Perfect for businesses looking to enhance productivity and keep track of customer interactions seamlessly.
- 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!Create Client
Create a new client in HoneyBook
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