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CallRail + VanillaSoft

Start new CallRail phone calls and update contacts in VanillaSoft

Start leveraging responsive communication with this workflow. When you initiate a phone call via CallRail, the contact's details are instantly created or updated in VanillaSoft. This helps in ensuring no essential conversation is missed out and you're always prepared for your next client call. Improve your sales cycle efficiency with this operative process.

Start leveraging responsive communication with this workflow. When you initiate a phone call via CallRail, the contact's details are instantly created or updated in VanillaSoft. This helps in ensuring no essential conversation is missed out and you're always prepared for your next client call. Improve your sales cycle efficiency with this operative process.

  1. When this happens...
    CallRailCallRail
    Phone Call Started

    Triggers when an inbound phone call is started.

    TriggerInstant
  2. automatically do this!
    VanillaSoftVanillaSoft
    Add/Update Contact

    Add or Update a Contact.

    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
    Try It
    • AccountsRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Call Tracking
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