CallRail + LoopedIn Integration

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CallRail + LoopedIn Integration

Create LoopedIn card for new CallRail form

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

In addition, the LoopedIn card 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.
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CallRail + LoopedIn Integration

Create LoopedIn card for new CallRail sms

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 card to be created?

Simple. Use this CallRail and LoopedIn automation to create a card in LoopedIn 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.
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CallRail + LoopedIn 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
  • LoopedIn
    Event is triggered in LoopedIn Instant
  • LoopedIn
    Idea is created in LoopedIn Instant
  • LoopedIn
    Announcement is created in LoopedIn Instant
  • LoopedIn
    Roadmap card is created in LoopedIn Instant
  • LoopedIn
    Announcement is deleted in LoopedIn Instant
  • LoopedIn
    Idea is deleted in LoopedIn Instant
  • LoopedIn
    Roadmap card is deleted in LoopedIn Instant
  • LoopedIn
    Feedback is created in LoopedIn Instant
2.
  • LoopedIn
    Create roadmap card in LoopedIn
  • LoopedIn
    Create an idea in LoopedIn
  • LoopedIn
    Create a announcement in LoopedIn
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