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LeadTruffle Insights
How to Forward CallRail Missed Calls to LeadTruffle
Set up a CallRail fallback Dial step for unanswered calls. Check voicemail interception, destination settings and LeadTruffle routing before going live.
Quick Answer
tl;dr: To forward unanswered CallRail calls to LeadTruffle, put your team's number in the first Dial step and the confirmed LeadTruffle destination in a fallback Dial step. Assign the flow to the intended tracking numbers and test it. This routes a live call before voicemail, not a recorded voicemail.
Before you start
You need permission to edit CallRail call flows, the tracking numbers you want to change and a destination supplied for your LeadTruffle workflow. Choose between live AI answering, eligible SMS follow-up or a combination of both. Ensure call will be handled in the same manner at the destination before routing changes.
CallRail has its own automated responses and Voice Assist as well. Review existing automations to ensure that the follow-up sequence isn't started by a missed call.
1. Open the correct CallRail call flow
In CallRail, select the company and open Settings → Workflow. Edit the relevant call flow or create one for testing. Record existing settings and assigned tracking numbers so you can restore them.
2. Set the first Dial step to ring your team
Set the first Dial step to ring your team's number for an appropriate duration. Follow CallRail's destination-country requirements.
Make sure desk or mobile voicemail does not answer before fallback. An acceptance prompt may help a human destination avoid voicemail interception, but an automated destination cannot press 1.
3. Add the LeadTruffle fallback destination
Add a second Dial step using the LeadTruffle destination confirmed for your account. This routes the live call before voicemail, not an existing recording.
An automated answering destination cannot press 1 to accept a call. Check the fallback step's prompt settings and prevent loops back into the same flow.
4. Save, assign and test the flow
Save the flow and assign it only to the intended tracking numbers. From an outside phone, test answered, unanswered and after-hours calls where applicable.
Confirm that the caller reaches the intended experience. Review CallRail's log and the LeadTruffle conversation; restore the previous settings if the test fails.
What happens after the call?
AI voice answering and missed-call text back are different workflows. Depending on configuration, callers may reach an AI agent or voicemail followed by an eligible SMS invitation. Consent and message delivery affect the result.
Confirm supported integrations before promising CRM updates or booking. Review the conversation in your unified inbox.
Troubleshooting and FAQs
Why does my team's voicemail answer first?
Check ring duration and the human destination's acceptance setting. If voicemail answers first, the fallback may not run.
Why does the automated destination fail to answer?
Check the destination number, routing and any acceptance prompt requiring a person to press 1.
Will CallRail still mark the call as missed?
Not necessarily. Reporting is dependent on answering the call. Check the call log and never take a ‘missed’ label as evidence of the downstream process.
Does forwarding automatically enable text back?
No. Forwarding does not enable text back. Configure the LeadTruffle missed-call text-back workflow separately, then confirm SMS eligibility and consent handling. Check for duplicate CallRail or CRM automations.
Can I forward a voicemail that has already been recorded?
No. A fallback Dial step routes a live call before the flow ends; it does not transfer a recorded voicemail.
Put the next Dial step to work
The useful handoff happens while the CallRail call is still live. A tested fallback can give the caller another way to reach your business before voicemail ends the flow. Acceptance prompts and reporting labels deserve a check alongside the destination itself.
Book a demo to review your tracking-number flow and choose between LeadTruffle voice answering and eligible text follow-up.
