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CallRail + LeadConnector

Tag phone calls in CallRail to add or update opportunities in LeadConnector

Efficiently manage your sales pipeline with this CallRail and LeadConnector workflow. When a phone call is tagged in CallRail, an opportunity will be added or updated in the LeadConnector app. This automation ensures you're always aware of potential leads and can take prompt action to close deals.

Efficiently manage your sales pipeline with this CallRail and LeadConnector workflow. When a phone call is tagged in CallRail, an opportunity will be added or updated in the LeadConnector app. This automation ensures you're always aware of potential leads and can take prompt action to close deals.

  1. When this happens...
    CallRailCallRail
    Phone Call Tagged

    Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
    Try It
    • AccountsRequired

    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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Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier