CallRail + LeadConnector
Track completed CallRail phone calls and update LeadConnector opportunities
Efficiently manage your sales pipeline by connecting CallRail to LeadConnector. This workflow triggers whenever a phone call is completed in CallRail, then adds or updates an opportunity in LeadConnector for that call. Streamline your lead tracking process, stay organized, and boost productivity with this time-saving automation.
Efficiently manage your sales pipeline by connecting CallRail to LeadConnector. This workflow triggers whenever a phone call is completed in CallRail, then adds or updates an opportunity in LeadConnector for that call. Streamline your lead tracking process, stay organized, and boost productivity with this time-saving automation.
- 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!Add/Update Opportunity
Adds or updates an existing opportunity.
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