CallRail + Zoho CRM
Convert completed CallRail phone calls into new leads in Zoho CRM
Simplify your lead conversion process with this workflow. Whenever a phone call is completed in CallRail, it directly leads to a Convert Lead action in Zoho CRM. This handy automation helps streamline your customer interaction process, saving you precious time while ensuring no potential lead slips through the cracks. Enhance your lead management efficiency and keep your CRM up to date seamlessly.
Simplify your lead conversion process with this workflow. Whenever a phone call is completed in CallRail, it directly leads to a Convert Lead action in Zoho CRM. This handy automation helps streamline your customer interaction process, saving you precious time while ensuring no potential lead slips through the cracks. Enhance your lead management efficiency and keep your CRM up to date seamlessly.
- 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!Convert Lead
Convert an existing lead to contact and account
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