CallRail + Intaker

CallRail + Intaker integrations

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.

When this happens...
Form CapturedTriggers when a form is captured.
TriggerInstant
automatically do this!
Create Leadcreate a new lead in your Intaker Account
ActionWrite

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More things you can do with CallRail and Intaker

Discover other triggers and actions you can use with CallRail and Intaker

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- orgId
  Required
- agentId
  Required
Trigger
Instant
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- Organization Name
  Required
- Bot Name
Trigger
Polling
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- Organization Name
  Required
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
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- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Organization
  Required
- Agent Name
  Required
Trigger
Instant
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- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
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- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
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- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
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 Intaker

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

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Related categories

Dashboards

Related Zap Templates

Capture new forms in CallRail and add contacts to ai agent in Intaker

Related Zap Templates

Capture new forms in CallRail and add contacts to ai agent in Intaker