CallRail + Intaker

CallRail + Intaker integrations

Add new contacts to Intaker ai agent when sms are received in CallRail

When a new SMS message is received in CallRail, use this workflow to effortlessly add a contact to your AI Agent in Intaker. It simplifies your process and saves time by directly transferring pertinent data, allowing you to keep your focus on enhancing customer service and communication. It's an effective solution to swiftly manage and organize your incoming messages and contacts.

When this happens...
SMS ReceivedTriggers when an SMS message is received.
TriggerInstant
automatically do this!
Add Contact to AI AgentEngage with contact using AI Agent
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
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- Companies
  Required
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- Account
  Required
- Company
  Required
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- Accounts
  Required
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- Account
  Required
- Companies
  Required
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- Account
  Required
- Companies
  Required
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- Account
  Required
- Companies
  Required
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- Accounts
  Required
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- orgId
  Required
- agentId
  Required
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- Organization Name
  Required
- Bot Name
Trigger
Polling
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- Organization Name
  Required
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- Organization Name
  Required
Trigger
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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
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- 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
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- 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
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- Organization Name
  Required
Trigger
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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 create leads in Intaker

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