Nusii + CallRail Integration

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CallRail + Nusii Integration

Create Nusii client for new CallRail contact

CallRail is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in CallRail, you'll automatically receive a corresponding client record in Nusii.
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CallRail + Nusii Integration

Create Nusii proposal for new CallRail contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within CallRail? With this integration, you can!

When you create a contact in CallRail, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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CallRail + Nusii Integration

Create Nusii proposal for new CallRail company

If your company uses CallRail, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new company in CallRail, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Nusii + CallRail Integration
1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • 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.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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