CallRail + Intaker
Capture new forms in CallRail and add contacts to ai agent in Intaker
When a new form is captured in CallRail, this workflow ensures the details are readily added to an AI Agent in Intaker. Instead of managing this process manually, this automation allows for seamless information transition between the two platforms. As such, you can efficiently keep your contact list updated, making it easier and more time-efficient to manage client interactions.
When a new form is captured in CallRail, this workflow ensures the details are readily added to an AI Agent in Intaker. Instead of managing this process manually, this automation allows for seamless information transition between the two platforms. As such, you can efficiently keep your contact list updated, making it easier and more time-efficient to manage client interactions.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Add Contact to AI Agent
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