How to automatically track CallRail inbound calls as Pipedrive activities

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 inbound call" under CallRail. Then, select the account you wish to monitor. This trigger will automatically detect all the new inbound calls in CallRail to create a new activity 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 new activity in Pipedrive for every new inbound call in CallRail. Add a new step and select "Add activity" 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 activity in Pipedrive for every new inbound call in CallRail. Once turned on, it will respond to a new inbound call in CallRail by creating a new activity 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.