CallRail + Method CRM
Create new Method CRM opportunities when phone calls start in CallRail
Easily keep your sales pipeline updated with this smart workflow. When you start a call in CallRail, an opportunity gets instantly created in Method CRM. It's a seamless way to ensure every phone call you make is followed by a potential business opportunity. This setup helps streamline your sales process by making it easier to track and manage customer interactions.
Easily keep your sales pipeline updated with this smart workflow. When you start a call in CallRail, an opportunity gets instantly created in Method CRM. It's a seamless way to ensure every phone call you make is followed by a potential business opportunity. This setup helps streamline your sales process by making it easier to track and manage customer interactions.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Add Opportunity
Adds a new opportunity.
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