CallRail + Deputy Integration

Connect CallRail to Deputy - Automate your workflows in 1-click

Set up CallRail automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Leverage Deputy automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. And automate all the repetitive tasks between CallRail & Deputy using Integrately.
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Ready Workflows For CallRail + Deputy Integration

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most-popular-automations
CallRail + Deputy Integration

Create Deputy contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your Deputy. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - Deputy integration set up makes it easy to manage your customer relationships and grow your business.
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CallRail + Deputy Integration

Create Deputy contact for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Deputy integration, anytime a new CallRail contact is created, an Deputy contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Create Your Own CallRail & Deputy Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
CallRail + Deputy Integration
1.
  • CallRail
    Phone call is completed in CallRail

    Triggers the automation whenever a phone call is completed

    Instant
  • CallRail
    Phone call is updated in CallRail

    Triggers the automation whenever a phone call is updated

    Instant
  • CallRail
    Phone call is started in CallRail

    Triggers the automation whenever a phone call is started

    Instant
  • CallRail
    Outbound call is completed in CallRail

    Triggers the automation whenever an outbound call is completed

    Instant
  • CallRail
    Form is captured in CallRail

    Triggers the automation whenever a form is submitted

    Instant
  • CallRail
    User is created in CallRail

    Triggers the automation whenever a new user is created

  • CallRail
    SMS is sent in CallRail

    Triggers the automation whenever a text message is sent

    Instant
  • CallRail
    SMS is received in CallRail

    Triggers the automation whenever a new text message is received

    Instant
  • CallRail
    Company is created in CallRail

    Triggers the automation whenever a new company is created

  • CallRail
    Session tracker is created in CallRail

    Triggers the automation whenever a session tracker is created

  • CallRail
    Source tracker is created in CallRail

    Triggers the automation whenever a source tracker is created

  • Deputy
    Notification is created in Deputy

    Triggers the automation whenever a notification is created

  • Deputy
    Location is created in Deputy

    Triggers the automation whenever a new location is added

  • Deputy
    Post is created in Deputy

    Triggers the automation whenever a new post is created

  • Deputy
    Area/department is created in Deputy

    Triggers the automation whenever a new area/department is created

  • Deputy
    People is created in Deputy

    Triggers the automation whenever a new person is created

2.
  • Deputy
    Create people in Deputy

    Automatically adds new people to the system

  • Deputy
    Create my unavailability in Deputy

    Automatically logs your unavailability

  • Deputy
    Create area/department in Deputy

    Automatically creates a new area or department with

  • Deputy
    Create sales data in Deputy

    Automatically logs new sales data

  • Deputy
    Create location in Deputy

    Automatically generates a new location

  • Deputy
    Create post in Deputy

    Automatically creates and publish a new post

  • Deputy
    Create start shift in Deputy

    Automatically generates a new shift for the start of a workday

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Integrate CallRail & Deputy In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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