An automated workflow using integromat
Connects CallRail + Cyfe
Track the number of new CallRail phone calls in Cyfe
About this workflow template
This automation scenario allows you to connect CallRail and Cyfe
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
CallRail and Cyfe can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in CallRail
Watch Pre-Call in CallRail
Triggers when an inbound phone call is received by CallRail.
Then this action happens in Cyfe
Push Value in Cyfe
Pushes your data into a Push API widget.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Track the number of new CallRail phone calls in Cyfe.
Part I
Configure Applications
First, we need to connect CallRail and Cyfe to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect CallRail to Make.com.
Give Make.com access to your CallRail account, using CallRail credentials.
Connect Cyfe to Make.com.
Give Make.com access to your Cyfe account, using Cyfe credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for CallRail
Choose the following trigger: Watch Pre-Call (Triggers when an inbound phone call is received by CallRail.).
Then set up an Action for Cyfe
Choose this action: Push Value (Pushes your data into a Push API widget.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between CallRail and Cyfe.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Track the number of new CallRail phone calls in Cyfe!
Related Automation Templates
Supported triggers and actions
Phone call completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
triggerbyzapierPhone call started
Triggers when an inbound phone call is started.
triggerbyzapierForm captured
Triggers when a form is captured.
triggerbyzapierautomateioPhone call tagged
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
triggerbyzapierSms received
Triggers when an SMS message is received.
triggerbyzapierautomateioCompany created
Triggers when a new Company is created.
triggerbyzapierautomateio
Push value
Pushes new value to Cyfe Push API widget.
actionbyzapierintegromatpabbly-connect
Apps you need
CallRail is a cloud-based marketing attribution and lead management platform that includes call tracking, lead center, and conversation intelligence, helping businesses track and analyze phone calls and web forms. With over 200,000 customers worldwide, CallRail delivers real-time insights that help businesses market smarter, convert leads to customers, and grow successfully.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
