Kanban Tool + CallRail Integration

sms can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a sms that requires a task to be created?

Simple. Use this CallRail and Kanban Tool automation to create a task in Kanban Tool for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.

Any time a new CallRail form is submitted, this CallRail - Kanban Toolintegration will create a new task in Kanban Tool so that the relevant team can track progress. This will ensure that every form is followed up in a timely fashion.

In addition, the Kanban Tool task will provide a clear record of what has been done and what still needs to be done in order to address each form. As a result, this simple automation can save a lot of time and effort while helping to ensure that every CallRail form is dealt with effectively.

When you create a new contact in CallRail, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with CallRail and Kanban Tool!