Guide

How to create a HubSpot deal for CallRail outbound calls

Struggling to track CallRail outbound calls as deals in HubSpot? Relay.app simplifies this task. With our integration, you can automate the process seamlessly. Whenever an outbound call is made in CallRail, Relay.app ensures a corresponding deal is created in HubSpot, streamlining your sales workflow. Say goodbye to manual entry and hello to efficient deal management with Relay.app.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between CallRail and HubSpot for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Link CallRail outbound calls to HubSpot deals" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the CallRail trigger as “New outbound call”

Add the CallRail trigger to initiate your playbook's actions before receiving a new outbound call.

To do this, click "Add trigger" in your playbook. Select the "New outbound call" trigger option from the dropdown menu under CallRail. It will enable your playbook to identify new outbound calls and trigger necessary actions automatically.

If you have yet to connect your CallRail account to Relay.app, a prompt will guide you through the connection process.

3

Add the "Create deal" in HubSpot automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal for each new card added in Trello.

Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond to a new outbound call logged in CallRail by creating a corresponding deal in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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