CallRail + Lofty

Create new leads in Lofty when outbound calls are completed in CallRail

Get a head start on your lead management with this seamless workflow. Once you've completed an outbound call in CallRail, a new lead is instantly generated in Lofty. This helps streamline your sales process, reducing the need for manual entry and ensuring no lead falls through the cracks, all while keeping your records up to date.

Get a head start on your lead management with this seamless workflow. Once you've completed an outbound call in CallRail, a new lead is instantly generated in Lofty. This helps streamline your sales process, reducing the need for manual entry and ensuring no lead falls through the cracks, all while keeping your records up to date.

  1. When this happens...
    CallRailCallRail
    Outbound Call Completed

    Triggers after an outbound phone call has been completed and its recording and transcription have been 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.

    TriggerInstant
  2. automatically do this!
    LoftyLofty
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    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
    Try It
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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
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About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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