CallRail + Privyr
Create new Privyr clients from completed CallRail phone calls
Save time and improve efficiency by integrating CallRail with Privyr. When a phone call is completed within CallRail, this workflow will instantly create a new client profile in Privyr. This seamless process reduces manual entry, allows immediate follow-ups, and enhances customer management. Perfect for businesses aiming to streamline operations and boost client engagement.
Save time and improve efficiency by integrating CallRail with Privyr. When a phone call is completed within CallRail, this workflow will instantly create a new client profile in Privyr. This seamless process reduces manual entry, allows immediate follow-ups, and enhances customer management. Perfect for businesses aiming to streamline operations and boost client engagement.
- 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!Create Client
Create a new client in your Privyr account
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