CallRail + MyCase
Create new MyCase leads from completed CallRail phone calls
Stay organized and enhance efficiency with this streamlined workflow. Whenever you complete a phone call in CallRail, a lead is instantly created in MyCase. This seamless communication between CallRail and MyCase ensures you never miss out on capturing important data from phone calls, enabling you to stay on top of your leads effectively.
Stay organized and enhance efficiency with this streamlined workflow. Whenever you complete a phone call in CallRail, a lead is instantly created in MyCase. This seamless communication between CallRail and MyCase ensures you never miss out on capturing important data from phone calls, enabling you to stay on top of your leads effectively.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have 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.
- automatically do this!Create Lead
Creates a new lead.
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