CallRail + LeadSimple

CallRail + LeadSimple integrations

Create new LeadSimple leads from completed CallRail phone calls

With this workflow, as soon as you wrap up a phone call in CallRail, a new lead will be instantly created in LeadSimple. This smooth process eliminates the need for manual data entry and ensures no potential leads fall through the cracks. Make the most of your business calls to nurture relationships and drive conversions.

When this happens...
Phone Call CompletedTriggers 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
automatically do this!
Create LeadCreates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWrite

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More things you can do with CallRail and LeadSimple

Discover other triggers and actions you can use with CallRail and LeadSimple

- Account
  Required
- 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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Instant
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- Account
  Required
- Companies
  Required
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- Accounts
  Required
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Instant
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Lead Changes Pipeline
Triggers when a lead changes pipelines.
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Lead Changes Tags
Triggers when a lead's tags change.
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Lead Opens Email
Triggers when a lead opens email.
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Inbound Conversation Created
Triggers when an inbound conversation is created.
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Process Changes Stage
Triggers when a process changes stages.
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Process Created
Triggers when a new process is created.
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Task Completed
Triggers when a task is completed.
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Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
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- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Note Text
  Required
- Created At
Action
Write
- Process
  Required
- Note Text
  Required
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- Property
  Required
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- ID
  Required
Action
Search

- 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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- 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
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Call Completed
Triggers when a new call is completed.
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Lead Changes Stage
Triggers when a lead changes stages.
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Lead Created
Triggers when a new lead is created.
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Lead Is Reassigned
Triggers when a lead is reassigned.
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Outbound Conversation Created
Triggers when an outbound conversation is created.
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Process Changes Tags
Triggers when a process changes tags.
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Process Reassigned
Triggers when a process is reassigned.
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Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
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Task Created
Triggers when a task is created.
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- Name
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- ID
  Required
Action
Search

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 LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

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Related categories

CRM (Customer Relationship Management)

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