CallRail + TMetric Integration

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Popular CallRail + TMetric Workflows

most-popular-automations
CallRail + TMetric Integration

Create TMetric project from new CallRail company

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in CallRail, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
CallRail + TMetric Integration

Create TMetric task for new CallRail contact

CallRail and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CallRail, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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CallRail + TMetric Integration

Create TMetric task for new CallRail form

Automatically creating a TMetric task for every new CallRail form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your TMetric team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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CallRail + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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