CallRail + DashClicks

Create new DashClicks persons when new users are created in CallRail

Stay organized and save time by creating a new contact in DashClicks whenever a user is created in CallRail. This automation keeps your marketing systems up-to-date, ensuring that every new CallRail user is instantly recorded in your DashClicks contacts. No more manual data entry, just seamless information flow for better tracking and engagement.

When this happens...
User Created
Triggers when a User is created.
TriggerInstant
automatically do this!
Create New Person (Contacts)
Create a new contact of type person in your Contacts App
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompanyRequired
Trigger
Instant
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- AccountsRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountsRequired
Trigger
Instant
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Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
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- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

- 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
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
Try It
- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
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- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write

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 DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Related categories

Marketing

CallRail + DashClicks

Create new DashClicks persons when new users are created in CallRail

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

Business Updated (Contacts)

Person Updated (Contacts)

Deal Stage Changed (Deals)

New Optin (Funnels)

New Lead (Inbound)

New Instasite Built (Instasites)

Create New Business (Contacts)

Create New Deal (Deals)

Create New Instareport (Instareports)

Send a New Review Request (Reputation)

Search Deals

Find or Create a Business Contact

Find or Create a Person Contact

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

New Business (Contacts)

New Person (Contacts)

New Deal (Deals)

Deal Status Changed (Deals)

New Purchase (Funnels)

New Instareport Built (Instareports)

New Review (Reputation)

Create New Person (Contacts)

Update a Deal (Deals)

Create New Instasite (Instasites)

Search Businesses

Search People

Find or Create a Deal

About CallRail

Related categories

About DashClicks

Related categories