CallRail + MyCase
Capture new forms in CallRail and create leads in MyCase
When a form gets filled in CallRail, this workflow springs into action by creating a new lead in MyCase. By keeping tabs on potential clients, it eliminates manual data entry and makes managing leads a breeze. It's an efficient way to transfer client information directly to MyCase, not only saving you precious time but also ensuring your leads stay organized and accessible.
When a form gets filled in CallRail, this workflow springs into action by creating a new lead in MyCase. By keeping tabs on potential clients, it eliminates manual data entry and makes managing leads a breeze. It's an efficient way to transfer client information directly to MyCase, not only saving you precious time but also ensuring your leads stay organized and accessible.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Lead
Creates a new lead.
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