CallRail + DripJobs

Create DripJobs leads from new captured CallRail forms

Whenever a form submission is captured in CallRail, this workflow instantly creates a new lead in DripJobs. This workflow streamlines your lead acquisition process, ensuring that no potential customers slip through your net. You can concentrate on building relationships and closing deals, while the automation takes care of data entry.

When this happens...
Form Captured
Triggers when a form is captured.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead
ActionWrite

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompanyRequired
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Instant
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- AccountsRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountRequired
- CompaniesRequired
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Instant
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- AccountsRequired
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Instant
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Card Label Changed
Triggers when a card label is changed
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Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job AddressRequired
- Job CityRequired
- Job StateRequired
- Job ZipRequired
- Start TimeRequired
- End TimeRequired
- Appointment DetailsRequired
- Assign To
- Send Email RemindersRequired
- Send Sms RemindersRequired
Action
Write
- Contact IdentifierRequired
- Contact Identifier Type
- Message ContentRequired
- Sender
Action
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
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
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Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write