Integrations Teamleader Focus CallRail
Teamleader Focus + CallRail

Connect Teamleader Focus and CallRail to Build Intelligent Automations

Choose a Trigger

Teamleader Focus

When this happens...

Choose an Action

CallRail

Automatically do this!

Ready to use Teamleader Focus and CallRail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Deal

New Deal

Trigger when a deal is created.

New Contact

New Contact

Trigger when a new Contact is created.

New Company

New Company

Trigger When a new Company is created.

Deal Accepted

Deal Accepted

Trigger when a deal is updated.

Invoice Paid

Invoice Paid

Triggers when invoice is paid.

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Do thisActions

Action is the task that follows automatically within your Teamleader Focus integrations.

Get User Info

Get User Info

Get user's information

Find Contact

Find Contact

find a contact by Id.

Find Company

Find Company

find a company by Id.

Create Deal

Create Deal

Creates a new deal.

Link Contact To Company

Link Contact To Company

Contact link with a company.

Create Company

Create Company

Creates a new company

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Frequently Asked Questions

How do I start an integration between Teamleader Focus and CallRail?

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

Can we customize how data from Teamleader Focus is recorded in CallRail?

Absolutely. You can customize how Teamleader Focus 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 Teamleader Focus and CallRail?

The data sync between Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus and CallRail?

Yes, you can set conditional logic to control the flow of data between Teamleader Focus 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.

Teamleader Focus

About Teamleader Focus

Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.

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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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