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Pipedrive + CallRail Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Pipedrive and CallRail, enabling you to effortlessly connect the two apps.

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Example integrations featuring Pipedrive and CallRail

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Automatically track CallRail inbound calls as Pipedrive activities

Learn how to set up a Relay playbook that automatically adds activities in Pipedrive for every new inbound call registered in CallRail. By integrating these two platforms, you'll ensure prompt follow-up and efficient lead management. This integration ensures prompt follow-up and efficient lead management, streamlining your workflow without manual effort.

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Add new outbound CallRail calls as new leads in Pipedrive

Learn how to set up a Relay playbook that automatically adds leads in Pipedrive for every new outbound call made in CallRail. This integration ensures efficient lead tracking and follow-up, enhancing your workflow without manual effort. By following these steps, you'll streamline your lead management process and ensure that leads generated from outbound calls in CallRail are promptly added to Pipedrive.

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Automatically add activity to deal in Pipedrive for each new inbound call in CallRail

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Add activity to lead automatically in Pipedrive for each new outbound call in CallRail

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Create your own Pipedrive + CallRail integration

Connect CallRail to Pipedrive

Select a trigger in CallRail

Select an action in Pipedrive

Create your playbook

Do more with Pipedrive and CallRail in Relay.app

Here are some ways you can combine the powerful features of CallRail and Pipedrive with Relay:

Streamline Sales and Marketing

By integrating CallRail and Pipedrive with Relay, you can streamline your sales and marketing processes. Use automation to automatically track and log call details from CallRail into Pipedrive, ensuring that every lead and customer interaction is accurately recorded. With Relay's double check automations, you can even customize and verify the information before it is added to Pipedrive, ensuring data accuracy and personalization.

Enhance Customer Communication

With Relay, you can leverage AI Autofill to enhance your customer communication. Imagine using GPT to add personalized content to your emails sent through Pipedrive. You can create templates with placeholders and let AI fill in the details based on the available context from Pipedrive. This allows you to deliver customized and relevant messages to your customers, increasing engagement and conversion rates.

Automate Follow-up Tasks

Relay allows you to automate follow-up tasks between CallRail and Pipedrive. For example, you can set up an automation to create a task in Pipedrive whenever a voicemail is left in CallRail. This ensures that you never miss important follow-up actions and helps you stay organized.

Ready to supercharge your workflows and collaboration? Try Relay for free today and experience the power of seamless integration and automation!