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.
- When this happens...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.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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