CallRail + Firmao Integration

Connect CallRail to Firmao in 1 click

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Popular CallRail + Firmao Workflows

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CallRail + Firmao Integration

Create Firmao task for new CallRail form

It's important to stay on top of your customer relationships, and one way to do that is to create Firmao tasks for new CallRail forms received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Firmao task for new CallRail form received today - your customers will thank you for it!
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CallRail + Firmao Integration

Create Firmao task for new CallRail contact

In CallRail, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CallRail + Firmao Integration
1.
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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