Popular CallRail + PersistIQ Workflows
Create PersistIQ prospect for new CallRail contact
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 - PersistIQ integration, anytime a new CallRail contact is created, an PersistIQ prospect 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.
Create PersistIQ prospect for new CallRail form
Plus, all of the information from the CallRail is automatically populated in the new prospect, so you don't have to waste time manually entering data. Thus, having a CallRail - PersistIQ integration set up makes it easy to manage your customer relationships and grow your business.
When Form is captured in CallRail > Check any condition > Create prospect in PersistIQ
When User is created in CallRail > Check condition > Create prospect in PersistIQ
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CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.
See CallRail IntegrationsPersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.
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