Connect CallRail and Productlane to Build Intelligent Automations
Choose a Trigger
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completed
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an Action
Automatically do this!
Create Note
Create Contact
Create Company
Delete Company
Create Segment
Delete Contact
Ready to use CallRail and Productlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completed
Runs when Call Routing is Completed.
Call Modified
Runs when a call is modified.
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
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Frequently Asked Questions
To start, connect both your CallRail and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Productlane (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Productlane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallRail and Productlane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn MoreAbout Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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