CallRail + The Customer Factor

Create prospects in The Customer Factor from new CallRail sms messages

Effortlessly manage your leads from CallRail by creating prospects in The Customer Factor when you receive an SMS. With this automation, each incoming text message in CallRail will generate a new prospect entry in The Customer Factor, streamlining your lead management process and saving you valuable time. Stay organized and on top of your leads without any additional manual work.

When this happens...
SMS Received
Triggers when an SMS message is received.
TriggerInstant
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Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

What does this mean?

- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompanyRequired
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- AccountsRequired
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- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompaniesRequired
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- AccountRequired
- CompaniesRequired
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- AccountsRequired
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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 NumberRequired
- 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

- 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
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- AccountRequired
- CompaniesRequired
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Instant
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Estimate Accepted
Triggered when an estimate is accepted 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

About CallRail

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

Learn more

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.,

Learn more

Related categories

Databases

PRODUCTS

CAPABILITIES

By team

CallRail + The Customer Factor

Create prospects in The Customer Factor from new CallRail sms messages

Phone Call Completed

CompaniesRequired

Phone Call Started

AccountRequired

CompanyRequired

Company Created

AccountsRequired

Form Capture Tagged

AccountRequired

CompaniesRequired

Session Tracker Created

AccountRequired

CompaniesRequired

SMS Sent

AccountRequired

CompaniesRequired

User Created

AccountsRequired

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

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

Create Job or Invoice

Invoice NumberRequired

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