CallRail + Pipeline CRM
Create deals in Pipeline CRM when new tagged calls are recorded in CallRail
Effortlessly streamline your sales process with this workflow. When a phone call is tagged within CallRail, a new deal is immediately created in your Pipeline CRM. No need for manual data entry, this automation ensures timely deal creation helping your sales team to stay organized and focused on closing more deals. Turn more calls into potential business opportunities with ease.
Effortlessly streamline your sales process with this workflow. When a phone call is tagged within CallRail, a new deal is immediately created in your Pipeline CRM. No need for manual data entry, this automation ensures timely deal creation helping your sales team to stay organized and focused on closing more deals. Turn more calls into potential business opportunities with ease.
- When this happens...Phone Call Tagged
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
- automatically do this!Create Deal
Creates a new deal in your PipelineDeals account.
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