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CallRail + Pipedrive

Create new Pipedrive persons when new CallRail phone calls start

Start tracking your Phone Calls more efficiently with this workflow. As soon as a call is initiated in CallRail, a new person is promptly created in Pipedrive. This automation keeps your contacts in the loop, ensuring you're always equipped with the most up-to-date information for your sales process. Seamless communication between CallRail and Pipedrive helps you stay organized and focus on more critical tasks.

Start tracking your Phone Calls more efficiently with this workflow. As soon as a call is initiated in CallRail, a new person is promptly created in Pipedrive. This automation keeps your contacts in the loop, ensuring you're always equipped with the most up-to-date information for your sales process. Seamless communication between CallRail and Pipedrive helps you stay organized and focus on more critical tasks.

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

    Triggers when an inbound phone call is started.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
    Try It
    • AccountsRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
callrail logo

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Related categories

  • Call Tracking
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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