CallRail integration with AgentHub
How to Add or update contacs in AgentHub after newly-completed calls in CallRail
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add or update contacs in AgentHub after newly-completed calls in CallRail" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AgentHub integrations
AgentHub actions
Nekton can use any feature that is available in AgentHub API.
Using our advanced AI, you can easily create custom automations for AgentHub.
Here are some typical actions you can do in your automated workflows.
Add/Update Opportunity
Adds or updates an existing opportunity.
Stop All Campaign's for Lead
Stops all campaign for a lead.
Add/Update Contact
Adds or updates an existing contact.
Add Lead to Campaign
Adds a lead to an existing campaign.
Add Task
Adds a task to the account.
Pipeline Stage Changed
Triggers when pipeline stage is updated for an opportunity.
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