Integrate CallRail with Retently

Trigger NPS/CSAT surveys after significant call interactions, sync call data and customer profiles with Retently, and use survey responses to improve call handling and lead management strategies.

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About CallRail

CallRail is an analytics platform that helps users track inbound calls and leads for evaluation and optimization. It provides functionality for call tracking, recording, and transcription.

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CallRail to Retently

1

Phone Call Completed

Triggers when an inbound phone call has been completed and its recording and transcription have been attached, containing the full data about the call.
2

Phone Call Started

Triggers when an inbound phone call is started.
3

Company Created

Triggers when a new Company is created.
4

Form Capture Tagged

Triggers when a form capture is tagged.
5

Session Tracker Created

Triggers when a Session Tracker is created.
6

SMS Sent

Triggers when an SMS message is sent.
7

User Created

Triggers when a User is created.
8

Phone Call Marked as Spam

Triggers when a phone call is marked as Spam.
9

Phone Call Tagged

Triggers when a phone call is tagged after it has ended.
10

Form Captured

Triggers when a form is captured.
11

Outbound Call Completed

Triggers when an outbound phone call has been completed and its recording and transcription have been attached.
12

SMS Received

Triggers when an SMS message is received.
13

Source Tracker Created

Triggers when a Source Tracker is created.
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Retently to CallRail

We don't have any triggers yet for CallRail, but we're working on it!

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