An automated workflow using integromat
Connects CallRail + HubSpot
Add or update contacts on HubSpot for new calls on CallRail
About this workflow template
This automation scenario allows you to connect CallRail and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 HubSpot 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 HubSpot
Create/Update a Contact in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add or update contacts on HubSpot for new calls on CallRail.
Part I
Configure Applications
First, we need to connect CallRail and HubSpot 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 HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot 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 HubSpot
Choose this action: Create/Update a Contact (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
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 HubSpot.
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 Add or update contacts on HubSpot for new calls on CallRail!
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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.
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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.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
