Skip to content
  • CallRail logoCallRail logo
  • Salesforce logoSalesforce logo

CallRail + Salesforce

Create new Salesforce leads from received sms in CallRail

Never miss an opportunity or let a potential lead slip through the cracks with this workflow. When you receive a new SMS in the CallRail app, it will instantly create a lead in your Salesforce app. It's a seamless way to stay organized and ensure every prospect is promptly followed up with, improving your productivity and efficiency in managing customer interactions.

Never miss an opportunity or let a potential lead slip through the cracks with this workflow. When you receive a new SMS in the CallRail app, it will instantly create a lead in your Salesforce app. It's a seamless way to stay organized and ensure every prospect is promptly followed up with, improving your productivity and efficiency in managing customer interactions.

  1. When this happens...
    CallRailCallRail
    SMS Received

    Triggers when an SMS message is received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
    Try It
    • AccountsRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
callrail logo
callrail logo

About CallRail

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

Related categories

salesforce logo
salesforce logo

About Salesforce

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