CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
Effortlessly track and manage incoming phone calls with this automation between CallRail and Salesforce. When a new phone call starts in CallRail, a corresponding record will be created in Salesforce, ensuring all call details are captured in your CRM. Keep your sales team informed and streamline your call-tracking process with this user-friendly workflow.
Effortlessly track and manage incoming phone calls with this automation between CallRail and Salesforce. When a new phone call starts in CallRail, a corresponding record will be created in Salesforce, ensuring all call details are captured in your CRM. Keep your sales team informed and streamline your call-tracking process with this user-friendly workflow.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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