CallRail + Workiz
Generate new Workiz leads from completed CallRail phone calls
Streamline your lead generation process with this intuitive workflow. When a phone call is completed in CallRail, a new lead is immediately created in Workiz. This ensures every potential customer is promptly captured and recognized, reducing the risk of missed opportunities. Simplify your lead management while improving follow-up strategies in your business.
Streamline your lead generation process with this intuitive workflow. When a phone call is completed in CallRail, a new lead is immediately created in Workiz. This ensures every potential customer is promptly captured and recognized, reducing the risk of missed opportunities. Simplify your lead management while improving follow-up strategies in your business.
- When this happens...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.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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