CallRail + Zoho CRM

Create module entries in Zoho CRM for new CallRail form captures tagged

Effortlessly track and follow up with leads from CallRail by integrating it with your Zoho CRM. With this workflow, whenever a form submission is tagged in CallRail, a new module entry will be created in Zoho CRM, ensuring all captured leads are organized and ready for timely follow-ups. Streamline your sales process and never miss an opportunity to convert a lead.

Effortlessly track and follow up with leads from CallRail by integrating it with your Zoho CRM. With this workflow, whenever a form submission is tagged in CallRail, a new module entry will be created in Zoho CRM, ensuring all captured leads are organized and ready for timely follow-ups. Streamline your sales process and never miss an opportunity to convert a lead.

  1. When this happens...
    CallRailCallRail
    Form Capture Tagged

    Triggers when a form capture is tagged.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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