CallRail + FieldPulse
Create new customers in FieldPulse when new forms are captured in CallRail
Streamline your customer management process with this simple automation. When a new form is submitted in CallRail, a new customer is created in FieldPulse instantly. This workflow ensures that every lead captured is recorded promptly in FieldPulse, allowing you to manage and serve your customers more efficiently.
Streamline your customer management process with this simple automation. When a new form is submitted in CallRail, a new customer is created in FieldPulse instantly. This workflow ensures that every lead captured is recorded promptly in FieldPulse, allowing you to manage and serve your customers more efficiently.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Customer
Trigger when a new customer is added.
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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.
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About FieldPulse
FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.