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CallRail + Intaker

Capture new forms in CallRail and create leads in Intaker

Turn your CallRail form captures into leads in the Intaker app effortlessly with this streamlined workflow. Each time a form is captured in CallRail, a lead is created in the Intaker app, helping you keep track of potential clients and optimize your sales processes. This seamless connection ensures no leads are missed and your follow up is always timely and efficient.

Turn your CallRail form captures into leads in the Intaker app effortlessly with this streamlined workflow. Each time a form is captured in CallRail, a lead is created in the Intaker app, helping you keep track of potential clients and optimize your sales processes. This seamless connection ensures no leads are missed and your follow up is always timely and efficient.

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    TriggerInstant
  2. automatically do this!
    IntakerIntaker
    Create Lead

    create a new lead in your Intaker Account

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories