CallRail + Yardi Kube

Capture new forms in CallRail and create leads in Yardi Kube

Effortlessly streamline your lead management process with this workflow. When a form is captured in CallRail, a new lead is instantly created in Yardi Kube. This means no more manual data entry or wasted time- your leads are effectively organized, letting you focus on turning those potential customers into confirmed sales. This seamless process ensures every form submission is actioned, turning opportunities into a thriving business.

When this happens...
Form CapturedTriggers when a form is captured.
TriggerInstant
automatically do this!
Create LeadCreates a lead in Yardi Kube
ActionWrite

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More things you can do with CallRail and Yardi Kube

Discover other triggers and actions you can use with CallRail and Yardi Kube

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
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Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
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Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
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Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
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Contract Is Created in Yardi Kube
Triggers when a new contract is created in Yardi Kube.
Trigger
Instant
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Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
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Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
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Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
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Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
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Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
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Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
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- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Title
  Required
- Start Date time
  Required
- End Date Time
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Contract Name
  Required
- Property ID
  Required
- Property External Reference
- Company ID
  Required
- Company External Reference
- Contact ID
  Required
- Contact External Reference
- Bill On Renew
- Proposal External Reference
- Proposal Type
- Proposal Move-In Date
- Proposal Move Out Date
- Auto Renew
- Duration (months)
- Source Major
- Source Minor
- Contract Price
- Total Order Qty
- Unit Security Deposit
- Unit Setup Fee
- Amenity ID
- Space ID
- Contract Items Discount Type
- Contract Items Discount Value
- Is Recurring Value
- Custom Charge Code
- Custom Charge Description
- Custom Charge Sequence
- Contract Pricing Type
- Custom Tier Discount Type
- Custom Tier Discount Value
- Custom Tier Discounted Unit Price Value
- Custom Tier Effective Month From
- Custom Tier Effective Month To
- Amenity Tier Pricing > Amenity Id
- Amenity Tier Pricing > Tier From
- Amenity Tier Pricing > Tier To
- Amenity Tier Pricing > Amenity Unit Price
- Amenity Tier Pricing > Amenity Security Deposit
- Amenity Tier Pricing > Amenity Setup Fee
- Created By
- Price Escalation
- Term Pricing
- Escalation Term
- Term Charge Code Type
- Escalation Index Id
- Renewal Number Of Months
- Renewal Expiration Number Of Times
- Renewal Custom Pricing
- NTV Duration Type
- NTV Workflow
- Term Type
- Renewal Price
- Renewal Term Type
- NTV Days
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Assigned Internal User ID
  Required
- Property ID
  Required
- User Type ID
  Required
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- Property
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Id
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
- First Name
  Required
- Last Name
  Required
- Email1
  Required
- Culture
  Required
Action
Write
- Id
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Title
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Id
  Required
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Email
  Required
- Property Id
  Required
- Culture
  Required
Action
Write
- Property
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Id
  Required
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
Try It
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
Try It
Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
Try It
Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Contract Is Archived in Yardi Kube
Triggers when contract is archived in Yardi Kube.
Trigger
Instant
Try It
Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
Try It
Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
Try It
Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
Try It
Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
Try It
Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
Try It
Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
Try It
Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
Archive Contract
Archives a contract in Yardi Kube
Action
Write
- Id
  Required
Action
Write
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
- Primary Contact Id
  Required
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
Action
Write
- Id
  Required
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write

About CallRail

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

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

About Yardi Kube

Yardi Kube is an all-in-one coworking management platform.

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Related categories

CRM (Customer Relationship Management)

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