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CallRail + SharpSpring

Create or update SharpSpring leads from completed CallRail phone calls

Effortlessly manage your leads by connecting CallRail and SharpSpring with this simple workflow. Whenever a phone call is completed in CallRail, a lead will be created or updated in SharpSpring. This automation helps you streamline your lead management process, ensuring that every completed call is logged and organized for easy tracking and follow-up.

Effortlessly manage your leads by connecting CallRail and SharpSpring with this simple workflow. Whenever a phone call is completed in CallRail, a lead will be created or updated in SharpSpring. This automation helps you streamline your lead management process, ensuring that every completed call is logged and organized for easy tracking and follow-up.

  1. When this happens...
    CallRailCallRail
    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.

    TriggerInstant
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Lead

    Create a Lead in SharpSpring or update by email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
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    • AccountsRequired

    Trigger
    Instant
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    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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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.

Related categories

  • Call Tracking
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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Related categories

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