CallRail + Yardi Kube

Capture new forms in CallRail and create leads in Yardi Kube

Effortlessly streamline your lead management process with this workflow. When a form is captured in CallRail, a new lead is instantly created in Yardi Kube. This means no more manual data entry or wasted time- your leads are effectively organized, letting you focus on turning those potential customers into confirmed sales. This seamless process ensures every form submission is actioned, turning opportunities into a thriving business.

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

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Supported triggers and actions

- AccountRequired
- CompaniesRequired
Trigger
Instant
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- AccountRequired
- CompanyRequired
Trigger
Instant
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- AccountsRequired
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
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- AccountsRequired
Trigger
Instant
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Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
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Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
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Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
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Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
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Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
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Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
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Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
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Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
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Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
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Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
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- IdRequired
Action
Write
- IdRequired
Action
Write
- TypeRequired
- TitleRequired
- Completed DateRequired
- Object IdRequired
- Object TypeRequired
Action
Write
- Company NameRequired
- Company Type IdRequired
- Primary Property IdRequired
- Assigned Internal User IdRequired
- Created FromRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company NameRequired
- Assigned Internal User IDRequired
- Property IDRequired
- User Type IDRequired
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- PropertyRequired
- Start Date TimeRequired
- End Date TimeRequired
- Assign ToRequired
- Object IdRequired
- Object TypeRequired
Action
Write
- Company IdRequired
- User Type IdRequired
- Property IdRequired
- Mailing StateRequired
- Other StateRequired
- First NameRequired
- Last NameRequired
- Email1Required
- CultureRequired
Action
Write
- IdRequired
- Start Date TimeRequired
- End Date TimeRequired
- TitleRequired
- Member IdRequired
- Company IdRequired
- Property IdRequired
- Space IdRequired
- TypeRequired
- Number Of AttendeesRequired
Action
Write
- IdRequired
- TitleRequired
- Object IdRequired
- Object TypeRequired
- Start Date TimeRequired
- End Date TimeRequired
Action
Write
- IdRequired
- Company IdRequired
- First NameRequired
- Last NameRequired
- User Type IdRequired
- EmailRequired
- Property IdRequired
- CultureRequired
Action
Write
- PropertyRequired
- Assign ToRequired
- Object IdRequired
- Object TypeRequired
- Start Date TimeRequired
- End Date TimeRequired
- IdRequired
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
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
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Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
Try It
Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
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Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
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Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
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Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
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Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
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Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
Try It
Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
Try It
Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
- IdRequired
Action
Write
- IdRequired
Action
Write
- TitleRequired
- Start Date timeRequired
- End Date TimeRequired
- Member IdRequired
- Company IdRequired
- Property IdRequired
- Space IdRequired
- TypeRequired
- Number Of AttendeesRequired
Action
Write
- TitleRequired
- Object IdRequired
- Object TypeRequired
- Start Date TimeRequired
- End Date TimeRequired
Action
Write
- CommentRequired
- Object IdRequired
- Object TypeRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
- TypeRequired
- TitleRequired
- Completed DateRequired
- Object IdRequired
- Object TypeRequired
Action
Write
- IdRequired
- Primary Contact IdRequired
- Company NameRequired
- Company Type IdRequired
- Primary Property IdRequired
- Assigned Internal User IdRequired
- Created FromRequired
Action
Write
- IdRequired
- Company IdRequired
- First NameRequired
- Last NameRequired
- User Type IdRequired
- Property IdRequired
- Mailing StateRequired
- Other StateRequired
Action
Write
- IdRequired
- CommentRequired
- Object IdRequired
- Object TypeRequired
Action
Write

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

About Yardi Kube

Yardi Kube is an all-in-one coworking management platform.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CallRail + Yardi Kube

Capture new forms in CallRail and create leads in Yardi Kube

Phone Call Completed

Phone Call Started

Company Created

Form Capture Tagged

Session Tracker Created

SMS Sent

User Created

Activity Is Updated in Yardi Kube

Booking Is Created in Yardi Kube

Company Is Archived in Yardi Kube

Company Is Updated in Yardi Kube

Event Is Updated in Yardi Kube

Lead Is Created in Yardi Kube

Member Is Archived in Yardi Kube

Member Is Updated in Yardi Kube

Note Is Updated in Yardi Kube

Tour Is Created in Yardi Kube

Archive Company

Archive Member

Create Activity

Create Company

Create Lead

Create Tour

Create Member

Update Booking

Update Event

Update Member

Update Tour

Phone Call Marked as Spam

Phone Call Tagged

Form Captured

Outbound Call Completed

SMS Received

Source Tracker Created

Activity Is Created in Yardi Kube

Booking Is Archived in Yardi Kube

Booking Is Updated in Yardi Kube

Company Is Created in Yardi Kube

Event Is Created in Yardi Kube

Lead Is Archived in Yardi Kube

Lead Is Updated in Yardi Kube

Member Is Created in Yardi Kube

Note Is Created in Yardi Kube

Tour Is Archived in Yardi Kube

Tour Is Updated in Yardi Kube

Archive Lead

Archive Tour

Create Booking

Create Event

Create Note

Delete Booking

Update Activity

Update Company

Update Lead

Update Note

About CallRail

Related categories

About Yardi Kube

Related categories

Similar apps

Zapier Interfaces