Salesforce + CallRail Integrations
How to connect Salesforce + CallRail
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Popular Salesforce + CallRail workflows
Add custom Salesforce objects for new calls received on CallRail
Add custom Salesforce objects for new calls received on CallRailPremium
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New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- CallRail
Triggers when an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).
Instant
Trigger
- CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
- CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
- CallRail
Triggers when a phone call is tagged.
Instant
Trigger
- CallRail
Triggers when a new Company is created.
Instant
Trigger
- CallRail
Triggers when a form is captured.
Instant
Trigger
- CallRail
Triggers when a form capture is tagged.
Instant
Trigger
- CallRail
Triggers when an outbound call finishes.
Instant
Trigger
- CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
- CallRail
Triggers when an SMS message is received.
Instant
Trigger
- CallRail
Triggers when an SMS message is sent.
Instant
Trigger
- CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
- CallRail
Triggers when a User is created.
Instant
Trigger
How Salesforce + CallRail Integrations Work
- Step 1: Authenticate Salesforce and CallRail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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