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CallRail + LeadConnector

Update opportunities in LeadConnector when phone calls are completed in CallRail

Boost your sales productivity with this efficient workflow. When a phone call is completed in CallRail, this process will seamlessly create or update an opportunity in LeadConnector. This automation ensures you never miss a potential sales opportunity following a call, enhancing your lead management process and saving valuable time.

Boost your sales productivity with this efficient workflow. When a phone call is completed in CallRail, this process will seamlessly create or update an opportunity in LeadConnector. This automation ensures you never miss a potential sales opportunity following a call, enhancing your lead management process and saving valuable time.

  1. When this happens...
    CallRailCallRail
    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.

    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
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    • AccountsRequired

    Trigger
    Instant
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    • 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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