CallRail + Perfit Integration

Connect CallRail to Perfit in 1 click

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Popular CallRail + Perfit Workflows

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CallRail + Perfit Integration

Create Perfit contact for new CallRail form

Automatically creating Perfit contact for new CallRail form can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Perfit contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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CallRail + Perfit Integration

Create Perfit contact for new CallRail contact

If you're using CallRail to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CallRail, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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CallRail + Perfit 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
2.
  • Perfit
    Create contact in Perfit
  • Perfit
    Add interest to contact in Perfit
  • Perfit
    Unsubscribe contact in Perfit
  • Perfit
    Search contact by email in Perfit
  • Perfit
    Delete contact in Perfit
  • Perfit
    Update contact in Perfit
  • Perfit
    Search list by name in Perfit
  • Perfit
    Create list in Perfit
  • Perfit
    Rename list in Perfit
  • Perfit
    Search interest by name in Perfit
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