Connect CallRail and Teamhood to Build Intelligent Automations
Ready to use CallRail and Teamhood 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.
Complete Item
Complete an Items
Create a Item
Creates an existing Items
Create Board Row
Create a new row in the board in the Teamhood.
Create Board
Create a new board on Teamhood.
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Frequently Asked Questions
To start, connect both your CallRail and Teamhood accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in Teamhood (or vice versa).
Absolutely. You can customize how CallRail data is recorded in Teamhood. This includes choosing which data fields go into which fields of Teamhood, setting up custom formats, and filtering out unwanted information.
The data sync between CallRail and Teamhood 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 Teamhood. 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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