Connect Memberspot and CallRail to Build Intelligent Automations

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Memberspot

When this happens...

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CallRail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Text Message Sent

Text Message Sent

Runs when text message is sent

Outbound Call Ends

Outbound Call Ends

Runs when outbound call ends.

Call Routing Completes

Call Routing Completes

Runs when Call Routing Completes

Call Modified

Call Modified

Runs when call is modified

Text Message Received

Text Message Received

Runs when text message is received.

Do thisActions

Action is the task that follows automatically within your Memberspot integrations.

Grant Access

Grant Access

Grants access to a course (when the member is not existing, the member will be created)

Set Offer State

Set Offer State

This is a create action that sets offer state.

Set Order State

Set Order State

Sets the state of an offer with a orderId for a user.

Send Text Message

Send Text Message

Sends a text message to a customer's phone number.

Create Outbound Call

Create Outbound Call

Make an outbound call from your business number to a customer.

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Frequently Asked Questions

How do I start an integration between Memberspot and CallRail?

To start, connect both your Memberspot and CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberspot triggers actions in CallRail (or vice versa).

Can we customize how data from Memberspot is recorded in CallRail?

Absolutely. You can customize how Memberspot data is recorded in CallRail. This includes choosing which data fields go into which fields of CallRail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Memberspot and CallRail?

The data sync between Memberspot and CallRail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Memberspot to CallRail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Memberspot and CallRail?

Yes, you can set conditional logic to control the flow of data between Memberspot and CallRail. 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.

Memberspot

About Memberspot

Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.

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CallRail

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.

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