CallRail + Heartbeat Integration

Connect CallRail to Heartbeat in 1 click

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Popular CallRail + Heartbeat Workflows

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CallRail + Heartbeat Integration

Send Heartbeat message for new CallRail form

When you receive a new CallRail form, you can automatically send a Heartbeat message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Heartbeat message today. Your future self will thank you.
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CallRail + Heartbeat Integration

Send Heartbeat message for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this CallRail - Heartbeat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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CallRail + Heartbeat Integration

Send message from Heartbeat for new sms received in CallRail

There are many reasons why you would want to send an message in Heartbeat when a text message is received in CallRail.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of sms.

No matter what your reason, setting up message notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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CallRail + Heartbeat 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
  • Heartbeat
    User is created in Heartbeat
  • Heartbeat
    Thread is created in Heartbeat
  • Heartbeat
    Event is created in Heartbeat
2.
  • Heartbeat
    Invite users in Heartbeat
  • Heartbeat
    Add user to group in Heartbeat
  • Heartbeat
    Find user in Heartbeat
  • Heartbeat
    Deactivate user in Heartbeat
  • Heartbeat
    Remove user from group in Heartbeat
  • Heartbeat
    Send direct message in Heartbeat
  • Heartbeat
    Create thread in Heartbeat
  • Heartbeat
    Create group in Heartbeat
  • Heartbeat
    Create event in Heartbeat
  • Heartbeat
    Create channel in Heartbeat
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