CallRail integration with Pipedrive
How to Create deals on Pipedrive for new calls on 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 "Create deals on Pipedrive for new calls on 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 CallRail integrations
CallRail actions
Nekton can use any feature that is available in CallRail API.
Using our advanced AI, you can easily create custom automations for CallRail.
Here are some typical actions you can do in your automated workflows.
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.
Phone Call Started
Triggers when an inbound phone call is started.
Company Created
Triggers when a new Company is created.
Form Capture Tagged
Triggers when a form capture is tagged.
Session Tracker Created
Triggers when a Session Tracker is created.
SMS Sent
Triggers when an SMS message is sent.
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.