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CallRail + Method CRM

Start new activities in Method CRM when phone calls start in CallRail

Start a new activity in Method CRM whenever a phone call begins in CallRail with this workflow. It's a great way to make sure your customer relations management is updated in real time and you never miss noting essential interactions. Keep track of phone calls seamlessly and ensure organized, efficient customer communication management.

Start a new activity in Method CRM whenever a phone call begins in CallRail with this workflow. It's a great way to make sure your customer relations management is updated in real time and you never miss noting essential interactions. Keep track of phone calls seamlessly and ensure organized, efficient customer communication management.

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

    Triggers when an inbound phone call is started.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    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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