How to add new outbound CallRail calls as new leads in Pipedrive

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New outbound call" under CallRail. Then, select the account. This trigger will automatically detect all the new outbound calls in CallRail to create a lead in Pipedrive.

If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of a new lead in Pipedrive for every new outbound call in CallRail. Add a new step and select "Get or add lead for a person" from the list of Pipedrive automations.

Connect Pipedrive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from CallRail to automatically pass along the right data.

Activating your playbook is the final step to automate the creation of new leads in Pipedrive for every new outbound call in CallRail. Once turned on, it will respond to a new outbound call in CallRail by creating a new lead in Pipedrive 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 sent correctly.