CallRail + FieldPulse

Create new FieldPulse leads when forms are captured in CallRail

This workflow is a perfect solution for businesses that want a seamless transition of captured form data from CallRail to creating a lead in FieldPulse. Whenever a form is filled in CallRail, this automation instantly generates a new lead in FieldPulse. This ensures all potential leads are immediately attended to, boosting your efficiency and potential for revenue growth. Not only does it save you manual input time, but it also reduces the risk of losing or forgetting about potential leads.

This workflow is a perfect solution for businesses that want a seamless transition of captured form data from CallRail to creating a lead in FieldPulse. Whenever a form is filled in CallRail, this automation instantly generates a new lead in FieldPulse. This ensures all potential leads are immediately attended to, boosting your efficiency and potential for revenue growth. Not only does it save you manual input time, but it also reduces the risk of losing or forgetting about potential leads.

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

callrail logo
callrail logo

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
fieldpulse logo
fieldpulse logo

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.

Related categories

  • CRM (Customer Relationship Management)