Capture details and activities about contacts and leads in PipelineDeals


Gain a Full Understanding of Your Leads

CallRail’s integration with PipelineDeals allows you to engage effectively with your customers. CallRail sends important activity data about your contacts to PipelineDeals, including recent activities and person details. Additionally, contact information for your leads in PipelineDeals help to improve data shown about your callers within CallRail’s Copilot.

To keep your PipelineDeals data organized, CallRail creates new leads for calls, texts, or form submissions from a contact that is not listed in your PipelineDeals account. Then, any activity CallRail captures from existing leads will be included within PipelineDeals as activities for that lead.

Use CallRail’s Integration with PipelineDeals to:

  • Track existing leads in addition to new leads.
  • Fully understand your customers by seeing their call, text, and form submission activity.
  • Tailor your conversation with callers according to contextual details from PipelineDeals available in Copilot.

For more information on the integration, see our support article.
Still have questions about CallRail’s integration with PipelineDeals? Contact our sales team today.

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