CallRail + Softr Integration

Connect CallRail to Softr in 1 click

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Popular CallRail + Softr Workflows

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CallRail + Softr Integration

Create Softr user for new CallRail form

When someone completes your CallRail, a new user is automatically created in your Softr. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new user, so you don't have to waste time manually entering data. Thus, having a CallRail - Softr integration set up makes it easy to manage your customer relationships and grow your business.
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CallRail + Softr Integration

Create Softr user for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Softr integration, anytime a new CallRail contact is created, an Softr user should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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CallRail + Softr 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.
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr
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