CallRail + The Customer Factor

CallRail + The Customer Factor integrations

Create new prospects in The Customer Factor for completed phone calls in CallRail

Effortlessly manage your leads with this workflow that connects CallRail and The Customer Factor apps. Whenever a phone call is completed in CallRail, a new prospect will be created in The Customer Factor, allowing you to easily track and follow up with potential clients. Save time and improve lead management with this seamless integration.

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
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Create ProspectThis action will create the prospect in The Customer Factor
ActionWrite

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More things you can do with CallRail and The Customer Factor

Discover other triggers and actions you can use with CallRail and The Customer Factor

- Account
  Required
- Companies
  Required
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- Account
  Required
- Company
  Required
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- Accounts
  Required
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- Account
  Required
- Companies
  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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- Accounts
  Required
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Estimate Declined
Triggered when an estimate is declined in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
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
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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New Customer
Triggers when a new customer is added to The Customer Factor.
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice Number
  Required
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
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 The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

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Related categories

Databases

Related Zap Templates

Create prospects in The Customer Factor from new CallRail sms messages

Related Zap Templates

Create prospects in The Customer Factor from new CallRail sms messages