CallRail + Salesforce Marketing Cloud Integration

Connect CallRail to Salesforce Marketing Cloud in 1 click

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CallRail + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a email through Salesforce Marketing Cloud 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 - Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud Integration

Send email from Salesforce Marketing Cloud for new sms received in CallRail

There are many reasons why you would want to send an email in Salesforce Marketing Cloud 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 email instead of sms.

No matter what your reason, setting up email 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 + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new CallRail contact

If you're using CallRail to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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CallRail + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new CallRail form

Automatically creating Salesforce Marketing Cloud 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 Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new CallRail form

When you receive a new CallRail form, you can automatically send a Salesforce Marketing Cloud email. 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 Salesforce Marketing Cloud email today. Your future self will thank you.
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CallRail + Salesforce Marketing Cloud 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.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
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