CallRail + Salesforce

Capture new forms in CallRail and create leads in Salesforce

Boost your customer outreach with this seamless integration between CallRail and Salesforce. When a form is captured in CallRail, a new lead is immediately created in Salesforce, ensuring no prospect falls through the cracks. This streamlined workflow saves you time and ensures every lead is capitalized on, promoting superior customer relationship management.

Boost your customer outreach with this seamless integration between CallRail and Salesforce. When a form is captured in CallRail, a new lead is immediately created in Salesforce, ensuring no prospect falls through the cracks. This streamlined workflow saves you time and ensures every lead is capitalized on, promoting superior customer relationship management.

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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.
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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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier