CallRail + Podio
Create tasks in Podio from completed phone calls in CallRail
Effortlessly manage your phone call follow-ups with this streamlined workflow. When a call is completed in CallRail, a corresponding task is instantly created in Podio. This ensures you never miss any task and keeps your customer relationship management in top shape. Stay on top of your duties, save time, and enhance productivity with this convenient solution.
Effortlessly manage your phone call follow-ups with this streamlined workflow. When a call is completed in CallRail, a corresponding task is instantly created in Podio. This ensures you never miss any task and keeps your customer relationship management in top shape. Stay on top of your duties, save time, and enhance productivity with this convenient solution.
- When this happens...Phone Call Completed
Triggers 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.
- automatically do this!Create Task
Triggers when you add a new task.
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