Connect CallRail and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use CallRail and Perfex CRM 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 Completes
Runs when Call Routing Completes
Call Modified
Runs when 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 Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
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Frequently Asked Questions
To start, connect both your CallRail and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Perfex CRM 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 Perfex CRM. 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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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