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CallRail + Zoho CRM

Capture new CallRail forms and create module entries in Zoho CRM

Streamline your lead management process by connecting CallRail and Zoho CRM. Once set up, every time a form is processed in CallRail, corresponding data is created in Zoho CRM. This process ensures your potential customers are not overlooked, improving your sales tracking and customer relationships. This efficient automation enhances your workflow, enabling you to focus more on customer engagement and less on administrative tasks.

Streamline your lead management process by connecting CallRail and Zoho CRM. Once set up, every time a form is processed in CallRail, corresponding data is created in Zoho CRM. This process ensures your potential customers are not overlooked, improving your sales tracking and customer relationships. This efficient automation enhances your workflow, enabling you to focus more on customer engagement and less on administrative tasks.

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    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?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
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    • AccountsRequired

    Trigger
    Instant
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    • 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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