CallRail + Convoso

Capture new forms in CallRail and insert leads in Convoso seamlessly

Optimize your lead management with this efficient workflow. Every form captured in CallRail now precisely results in a new lead creation in Convoso. Evade tedious manual data entry tasks and focus more on nurturing your leads and growing your business. With clear terminology, this workflow offers excellent time-saving benefits in managing your leads.

When this happens...
Form Captured
Triggers when a form is captured.
TriggerInstant
automatically do this!
Lead: Insert
This is to create a new lead in convoso
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompanyRequired
Trigger
Instant
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- AccountsRequired
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Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountsRequired
Trigger
Instant
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Email Template Event
Triggers when a new Convoso email template workflow event is created.
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Instant
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List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
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- Phone NumberRequired
- Country CodeRequired
- Campaign IDRequired
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead IDRequired
- User ID
- RecipientRequired
- Comments
- Callback Time ZoneRequired
- Callback TimeRequired
Action
Write
- Call Log IDRequired
- Extra Field 01
- Extra Field 02
Action
Write
- Phone NumberRequired
- Phone CodeRequired
- Campaign IDRequired
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- NameRequired
- Campaign IDRequired
- Description
- Status
Action
Write
- Call Log ID ★Required
- Revenue
- Return
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
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Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
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Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
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- User IDRequired
Action
Write
- Callback IDRequired
Action
Write
- Callback IDRequired
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign IDRequired
- StatusRequired
Action
Write
- Lead IDRequired
Action
Write
- List IDRequired
Action
Write
- List IDRequired
- Name
- Campaign ID
- Status
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final OptionRequired
- Reached OptionRequired
- Success OptionRequired
- DNC OptionRequired
- Callback OptionRequired
- Contact OptionRequired
- Voicemail OptionRequired
Action
Write
- Lead IDRequired
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead IDRequired
- Start Time
- End Time
- Offset
- Limit
Action
Search
- StatusRequired
- List ID
- Campaign ID
Action
Search
- User EmailRequired
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

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

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

Related categories

Sales & CRM

CallRail + Convoso

Capture new forms in CallRail and insert leads in Convoso seamlessly

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

Email Template Event

List Event

DNC: Insert

Agent Monitor

Callback: Insert

Call Logs: Update

DNC: Delete

Lead: Insert

List: Insert

Revenue: Insert / Update

Status: Update

Agent Performance

Call Logs

DNC Records

Leads

Status

Users

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

Campaign Event

Inbound Number Event

Queue Event

Agent Monitor: Logout

Callback: Delete

Callback: Update

Campaigns: Set Status

Lead: Delete

List: Delete

List: Update

Status: Insert

Lead: Update

Callbacks

Campaigns

Lead Recordings

Lists

User Recordings

About CallRail

Related categories

About Convoso

Related categories