CallRail + Salesforce

Create Salesforce records for new CallRail phone calls

Stay on top of your sales calls with this efficient workflow between CallRail and Salesforce. Whenever a new phone call starts in CallRail, a corresponding record will be created in Salesforce. This way, you'll be able to quickly track and manage your calls, ensuring a seamless sales process and better customer relationship management.

Stay on top of your sales calls with this efficient workflow between CallRail and Salesforce. Whenever a new phone call starts in CallRail, a corresponding record will be created in Salesforce. This way, you'll be able to quickly track and manage your calls, ensuring a seamless sales process and better customer relationship management.

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

    Triggers when an inbound phone call is started.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
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About CallRail

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

Related categories

  • Call Tracking
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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