CallRail + shopVOX

CallRail + shopVOX integrations

Create new shopVOX leads from completed CallRail phone calls

This workflow kicks into action as soon as a phone call is completed in the CallRail app, and swiftly goes on to generate a fresh sales lead in the shopVOX app. It helps your business in instantly capturing any potential lead information from the completed calls, thus enhancing the efficiency of your sales process. With this powerful automation, you no longer have to manually input leads into shopVOX, saving you invaluable time.

When this happens...
Phone Call CompletedTriggers 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
automatically do this!
Create Sales LeadCreates a Sales Lead in shopVOX.
ActionWrite

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More things you can do with CallRail and shopVOX

Discover other triggers and actions you can use with CallRail and shopVOX

- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Company
  Required
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Instant
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- Accounts
  Required
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Accounts
  Required
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Instant
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- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
Action
Write
- Sales Lead Title
  Required
- Pipeline Name
  Required
- Qualified
- Pipeline Stage
- Contact Full Name
- Contact Email
- Contact Phone
- Company Name
- Description
- Expected Close Date
- Deal Value
- Lead Source
- Lead Source Name
- Sales Rep Name
- Lead Status
- Next Contact Date
Action
Write
- Search Term
  Required
Action
Search
- Search Term
  Required
- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
Action
Search or write

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Name
  Required
- Company Name
- Company ID
- Title
- Department
- Pager Number
- Unsubscribe
- Website
- Blog
- Facebook
- Twitter
- LinkedIn
- Email
- Phone
- Phone Extension
- Background Information
- Enable Customer Portal
- Login to Customer Portal
- Password to Customer Portal
- Email Attrs Email
- Email Attrs Type
- Phones Attrs Phone
- Phones Attrs Phone Type
- Phones Attrs Ext
- Address Type
- Address Name
- Addresses Attrs Attention To
- Street
- Street 2
- Addresses Attrs Suburb
- City
- State
- ZIP From Foreign Country
- Zip
- Country
Action
Write
- Company Name
  Required
- Job name
  Required
- Due date from
  Required
- Due date
  Required
- Quantity
  Required
- Workflow Template Name
  Required
- Completed Quantity
- Priority
- Description
- Primary Contact
- Customer Po Number
- Shipping Method Name
- Special Info
- Due date to
- Production due date
- Hard due date
- Customer due date
- Art due date
- Install due date
- Shipping due date
- In hand due date
- Delivery due date
- Production Manager Name
- Project Manager Name
- Sales Rep
- Designer
- Estimator
Action
Write
- Company Name
  Required
- Due Date
  Required
- Description
- Project ID
- Workflow State
- Shipping Date
- Customer Po Number
- Customer Po Date
- Shipping Method Name
- Shipping Address Attention To
- Billing Address Attention To
- Shipping Tracking
- Payment Method Name
- Term Code Name
- Downpayment Percent
- Estimator Name
- Void Reason
- Special Notes
- Title
- Transaction Date
- Sales Rep
- Project Manager Name
- Production Manager Name
- Item Name
  Required
- Line Items Position
- Line Items UOM
- Line Items Price in Cents
- Line Items Total Price in Cents
- Line Items Tax Rate
- Line Items Tax Agency
- Line Items Tax Code
- Line Items Product Type
- Line Items Taxable
- Line Items Sale Type
- Line Items Price By
- Line Items Referral Flag
- Line Items DiscountInCents
- Line Items DiscountPercent
- Line Items DiscountIsPercentage
- Item Description
- Product Name
- Product ID
- Quantity
- Unit Cost
- Unit Price
- Total Price
- Shipping Address Name
- Shipping Address Street
- Shipping Address Street1
- Shipping Address City
- Shipping Address State
- Shipping Address Zip
- Shipping Address Country
- Billing Address Zip
- Billing Address Name
- Billing Address Street
- Billing Address Street1
- Billing Address City
- Billing Address State
- Billing Address Country
Action
Write
- Customer Name
  Required
Action
Search
- Customer Name
  Required
- Company Name
  Required
- Legal Name
- Divistion Name
- Email Attrs Emailable Type
- Phones Attrs Ext
- Contact Attrs Title
- Contact Attrs Name
- Contact Attrs Email
- Contact Attrs Phone
- Contact Attrs Ext
- Marketing Area Name
- Primary Contact Name
- Taxable
- Do Not Call
- Stop Supply
- Status
- Primary Phone
- Posted
- Phone Extension
- Primary E-Mail
- Another E-Mail
- Another E-Mail Type
- Another Phone
- Another Phone Type
- Address Name
- Address Type
- Street
- Street 2
- City
- Zip
- State
- Country
- Addresses Attrs Suburb
- Addresses Attrs Attention To
- Lead Source Name
- Pricing Level
- Credit Limit
- Discount
- Tax Exempt Code
- Tax Exempt Expiration Date
- Account Number
- Legacy
- Facebook
- Twitter
- Website
- Licence Number
- Local File
- Toll Free Number
- Background Info
- Enable Web Store
- Special Info
- Other Info
- Sales Tax Name
- Enable Customer Portal
- Enable Job Board View
- Enable Customer Portal Ordering
- Category Name
- Group Name
- Term Code
Action
Search or write

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

About shopVOX

shopVOX is an all-in-one solution for managing sales, production, and operations for custom manufacturing businesses.

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Related categories

Accounting