Integrations

CallRail Integrations & Connections | Connect and Automate

Discover powerful CallRail integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.

Create or update registrants on LassoCRM when they complete a CallRail call

If you're spending time manually entering CallRail call history, then this integration can help. Once you've set this up, it will automatically add (or update) new registrants to LassoCRM whenever someone completes a CallRail call and include a history item of the call.

Create new Google Calendar events for completed CallRail phone calls

Harness the power of automation to keep track of your completed calls on CallRail. With this setup, every concluded call within the CallRail app immediately generates a detailed event within Google Calendar. This seamless integration saves you time from manual input and ensures easy retrieval of significant call details whenever needed. Take advantage of this system to stay organized and never miss any crucial information from your calls.

"send new CallRail sms to Zoho Cliq as channel messages"

When you receive a new SMS in CallRail, this workflow ensures you're instantly updated by sending a channel message in Zoho Cliq. Stay on top of your communication, respond faster, and never miss a message again. With this automation, your team stays informed, and you can respond to client needs without delay.

Start phone calls in CallRail and update records in NetSuite

Start your call tracking process seamlessly with this streamlined workflow between CallRail and NetSuite. Once set up, this automation springs into action every time a new call starts in CallRail, instantly updating a record in NetSuite. This saves you the time and tedium of manual updates, ensuring your records are always up-to-date and accurate so you can focus more on important tasks.

Add new CallRail tagged forms to a group of MailerLite subscribers

Every time there's a Form Capture Tagged event in CallRail, this workflow ensures that the related person is immediately included in a selected MailerLite group. This improves your audience growth and segmentation, leading to a consistently updated subscriber list for your email marketing strategies. By connecting CallRail and MailerLite, it enables enhanced personalized communication without the hassle of manual intervention.

Send transactional emails in Brevo for new forms captured in CallRail

Streamline your marketing communications with this automation that connects CallRail and Brevo. When a form is captured in CallRail, a transactional email is instantly sent via Brevo. This workflow simplifies your follow-up process, ensuring everyone who completes a form receives a timely and personalized response, boosting customer engagement.

Create new Copper leads from completed CallRail phone calls

Streamline your lead management process with this smart workflow. Once a phone call is completed in CallRail, a lead record will be created in Copper immediately. This means you won't lose any vital information about potential customers or waste time manually inputting data. Capture every opportunity and enhance your business efficiency with this automatic linkage between CallRail and Copper.

Start new records in Attio when a phone call is initiated in CallRail

Start managing your phone calls more efficiently with this easy automation workflow. Whenever a phone call begins on CallRail, it immediately creates a new record in Attio. This allows for robust record-keeping, making call tracking and data analysis simple and efficient. Transform your call management with this integrated solution.

Create records in Kintone when phone calls are completed in CallRail

Switching between CallRail and Kintone for data entry can be a hassle. Simplify your workflow with this automation. Whenever a call is completed in CallRail, a new record will be created in Kintone instantly. This setup makes it easier to keep track of your phone interactions, saving you time and improving efficiency.

Create Quickbase records for completed CallRail phone calls

Manage your call data efficiently with this seamless workflow between CallRail and Quickbase. When a phone call is completed in CallRail, a new record is instantly created in Quickbase. This saves time, keeps your database up-to-date, and allows you to focus on your core tasks instead of manually updating details.

Create new Zapier Tables records when CallRail phone calls are completed

Simplify your workflow by using this automation tool that connects CallRail and Zapier Tables seamlessly. When a phone call is completed in CallRail, this efficient process instantly creates a record in Zapier Tables. Stay organized without lifting a finger and easily track your call data in one convenient location. This tool saves you time and increases productivity by centralizing your data management.

Log completed CallRail phone calls by adding rows to Smartsheet

Stay organized and up-to-date when completing phone calls with CallRail by using this workflow. Every time a phone call is finished, the details are promptly added to a new row in your Smartsheet. This helps in accurate record-keeping and ensures you don't miss out on any important information from your phone calls. Manage your call data effectively with this easy-to-use automation.

Create new Zendesk tickets when phone calls start in CallRail

Start managing your customer calls efficiently with this streamlined process. Whenever a phone call starts in CallRail, a new support ticket is instantly created in Zendesk. Perfect for businesses seeking an efficient method of processing customer problems, this workflow keeps your customer support responsive and organized.

Create new HoneyBook clients from completed CallRail phone calls

Complete your phone calls on CallRail and effortlessly manage your clients in HoneyBook with this streamlined workflow. Whenever you finish a call in CallRail, this automation creates a new client profile in HoneyBook, saving time and ensuring a consistent and efficient client management process. Perfect for businesses looking to enhance productivity and keep track of customer interactions seamlessly.

Capture new CallRail forms and create or update Klaviyo profiles instantly

Automate your marketing efforts by linking CallRail and Klaviyo. Whenever a new form is captured in CallRail, the corresponding profile in Klaviyo will be created or updated, keeping your data seamlessly up-to-date. This allows you to focus on your marketing campaign's effectiveness and less on manual data entry.

Send emails in Microsoft Outlook when new forms are captured in CallRail

Stay updated on each new form captured in CallRail using this efficient workflow. It sends a notification directly to your Microsoft Outlook inbox, keeping you informed without the need for manual checks. This setup elevates your email management efficiency, ensuring no Form Captured event in CallRail slips through unnoticed.

Add new tagged forms from CallRail to Mailchimp as updated subscribers

Ensure your subscriber list stays up-to-date with this handy workflow. When a form capture is tagged in CallRail, it will instantaneously add or update a subscriber in your Mailchimp list. This automation will keep your marketing efforts aligned, save time on manual data entry, and help you keep your focus on other important aspects of your business.

Create new Shopify customers from captured CallRail forms

This workflow turns your CallRail form captures into an efficient way to manage your Shopify customer database. When a form is captured in CallRail, it instantly creates a customer in Shopify, making your e-commerce operations smoother and more streamlined. Say goodbye to manual entry and enjoy a hassle-free process for updating your customer information.

Upload documents to Google Docs when phone calls are completed in CallRail

Manage your business communications efficiently with this workflow. Each time a phone call is finalized within CallRail, it prompts the creation of a new document in Google Docs. This provides a seamless solution to record and store your call details, reducing manual work and enhancing your documentation process.

Update Notion database items when CallRail phone calls are completed

Easily keep track of completed phone calls with this workflow. When a phone call is completed in CallRail, this automation updates the relevant database item in Notion right away. Streamline your record keeping and always have up-to-date call logs in Notion captured directly from CallRail. Save time and improve call management with this seamless record updating system.

Send Microsoft Teams channel messages for new sms received in CallRail

When your CallRail app receives an SMS, ensure your team is instantly informed with this workflow. This automation sends a channel message in your Microsoft Teams app directly following an SMS notification in your CallRail app. It helps ensure swift responses and keeps your team in the loop about important communications, taking the hassle out of manually sharing each message.

Capture new CallRail forms and create records in Airtable

Maximize efficiency and keep your data flow seamless with this workflow. When a form capture event occurs in CallRail, a new record is effortlessly created in your Airtable. This saves you valuable time manually transferring data between platforms, and ensures that your Airtable records remain always up-to-date with the latest form submissions from CallRail. This integration lets you focus more on analyzing your data rather than worrying about its collection.

Add rows to Microsoft Excel when phone calls are completed in CallRail

With this workflow, whenever a call is completed using CallRail, a new row is immediately added to your designated Microsoft Excel spreadsheet. This provides an efficient way of tracking all completed calls, keeping your logs organized and up-to-date. No more manual entries, just seamless data capture every time a call wraps up.

Send Discord channel messages for completed CallRail phone calls

Connect CallRail and Discord for seamless communication with this efficient automation. As soon as a phone call is completed in CallRail, a channel message is sent in Discord. This workflow enhances your team's communication, enabling them to instantly receive and respond to useful call details without having to switch apps. Keep your team informed and your workflow seamlessly integrated with this simple setup.

Start new tasks in ClickUp when phone calls start in CallRail

When a phone call starts in CallRail, this workflow immediately creates a task in ClickUp so you can easily manage your calls. This instant connection between CallRail and ClickUp streamlines your customer interaction process, making it more efficient and keeping everything organized in one place. Simplify your phone call management system and ensure every call becomes a prioritized task.

Add completed CallRail phone calls to Pipedrive as deals (excluding those who have called before)

Do you want to send contacts who call you via Callrail straight to your CRM as deals? Zapier lets you send these contact details straight to your CRM with a filter that only sends those who haven't called before.

Start sending Twilio sms when new CallRail phone calls begin

Start monitoring your business calls and improve your customer relation management directly from your CallRail app. With this workflow, each time a call starts in CallRail, an SMS is sent via Twilio. It's a real-time solution, ensuring you never miss key call updates while keeping you and your team informed instantaneously, enhancing communication and productivity.

Create new contacts in Close from completed outbound calls in CallRail

Turn every outbound call into an opportunity for future business engagement with this efficient workflow. Once your call is completed in CallRail, this automation creates a new contact in Close for easy follow-up. Eliminate the need for manual data entry and ensure you're maintaining a robust and accurate contact database for your outreach efforts.

Create Jobber clients when new CallRail phone calls start

Efficiently manage your sales and customer relationships with this seamless workflow that connects CallRail and Jobber. When a phone call starts in CallRail, a new client will be created in Jobber, helping you maintain an organized database and save valuable time. Stay on top of your client interactions and ensure no potential customer slips through the cracks.

Manage updated CallRail phone calls by creating or updating module entries in Zoho CRM

Ensure that completed phone calls in CallRail are efficiently tracked in your Zoho CRM. This workflow takes the details from each freshly completed call in CallRail and updates or creates a new module entry within Zoho CRM. This automation provides a seamless transfer of information, allowing you to save time on data entry work and instead focus on critical customer relationships.

Send Slack channel messages when new calls are tagged in CallRail

Stay updated on important phone calls with this handy automation. When a phone call is tagged in CallRail, it prompts a private channel message in Slack. This saves you the hassle of manual updates, ensuring that essential communication information is swiftly relayed to your team. Enhance your workflow efficiency with this streamlined operation.

Tag phone calls in CallRail and apply action plans to contacts in Follow Up Boss

Easily manage communication streams between CallRail and Follow Up Boss with this efficient workflow. When a phone call gets tagged in CallRail, it will promptly apply an Action Plan to a contact in your Follow Up Boss account. Streamline your task management and keep your contacts engaged without manual intervention, saving precious time and enhancing productivity.

Post via Webhooks by Zapier when a CallRail phone call is completed

Streamline your workflow by integrating CallRail with Webhooks by Zapier. When a phone call is completed in CallRail, this automation triggers a post via Webhooks by Zapier. Effortlessly capture call completion data and enhance your processes with this automated workflow.

Update LeadConnector contacts when outbound calls are completed in CallRail

Streamline your sales process with this efficient workflow. Whenever an outbound call is completed in CallRail, it immediately updates or adds contact information in LeadConnector. This smooth integration reduces manual data input and ensures your LeadConnector contact list stays up-to-date with your latest CallRail calls. Capitalize on every interaction to keep potential leads warm and transform them into successful conversions.

Send Gmail emails when phone calls are tagged in CallRail

Track and respond to important phone interactions seamlessly with this automated workflow. When a phone call is tagged within CallRail, an email gets immediately sent from your Gmail account providing a fast and efficient way to keep track. This intelligent automation simplifies communication, saving you valuable time and ensuring no crucial phone call goes unnoticed or unaddressed.

Create new Trello cards whenever new phone calls start in CallRail

Start managing your call data more efficiently with this streamlined workflow between CallRail and Trello. Whenever a phone call commences in CallRail, a new card is created in Trello. This simplifies your caller engagement tracking process, ensuring every phone engagement is well-documented and easy to review later. No more manual data entry, giving you more time to focus on delivering quality customer service.

Create new Salesforce records from received CallRail sms messages

This workflow kicks in when a text message is received in CallRail, and swiftly creates a new record in your Salesforce system. It helps streamline your customer database, ensuring that each incoming SMS in CallRail is instantly acknowledged and recorded in Salesforce. Experience seamless data management through this automated process, letting you focus on important tasks rather than manual data entry.

Create new items in monday.com whenever sms are received in CallRail

Easily streamline your workflow with this integration that connects CallRail and Monday.com. When a new SMS is received inside your CallRail account, a corresponding item will instantly be created in your chosen Monday.com board. This enables you to seamlessly manage and track all new messages, ensuring you never miss any crucial information for your operations. This automation saves time and enhances efficiency in managing interactions.

Create new Pipedrive persons when new CallRail phone calls start

Start tracking your Phone Calls more efficiently with this workflow. As soon as a call is initiated in CallRail, a new person is promptly created in Pipedrive. This automation keeps your contacts in the loop, ensuring you're always equipped with the most up-to-date information for your sales process. Seamless communication between CallRail and Pipedrive helps you stay organized and focus on more critical tasks.

Create HubSpot engagements when phone calls are completed in CallRail

Effortlessly streamline your marketing processes with this workflow. When a phone call is completed in CallRail, it initiates the creation of an engagement in Hubspot. This allows you to efficiently track customer interactions and stay updated on every potential customer conversation in real-time. Enhance your customer relationship management efforts and never miss an opportunity again with this simple automation.

"transfer new sms received in CallRail to send offline conversions in Google Ads"

Automate your SMS responses from CallRail to drive your Google Ads engagement. With this workflow, whenever a new SMS is received in CallRail, it efficiently leads to an offline conversion event in Google Ads. This process not only optimizes your ad campaigns but also serves as a valuable tool for tracking lead responses and improving customer engagement.

Start creating spreadsheet rows in Google Sheets for new phone calls started in CallRail

Streamline your call tracking process with this workflow. Once a phone call starts in CallRail, a new row will be created in a Google Sheets spreadsheet. This seamless integration allows you to efficiently keep track and manage your calls directly from your spreadsheet, saving you lots of time and improving organization.

Create Google Sheets rows for new captured CallRail forms

Easily streamline your lead tracking process with this workflow that connects CallRail and Google Sheets. Whenever a new form capture is tagged in CallRail, a new row will be added to your chosen Google Sheets spreadsheet with the relevant details. Keep your team informed and organized by automatically updating your spreadsheet with new leads captured through CallRail.

Create tasks in Any.do Personal when phone calls are completed in CallRail

Ensure every completed phone call in CallRail turns into a streamlined task in Any.do Personal with this effective workflow. As soon as a call is finished, it instantly prompts the creation of a relevant task in Any.do Personal, ensuring your task list always stays up-to-date and in line with phone interactions. This automation allows you to effectively track completed calls, simplifying the post-call process and boosting your productivity.

Create new Bigin by Zoho CRM contacts when phone calls start in CallRail

Start streamlining your business communication today. With this workflow, as soon as a phone call kicks off in CallRail, a new contact is created in Bigin by Zoho CRM. It's an efficient and reliable routine that eliminates the need for manual data entry and ensures no potential lead slips through your incident management process.

Start phone calls in CallRail and create or update contacts in ActiveCampaign

Start a new contact record or update an existing one in ActiveCampaign whenever a phone call starts in CallRail. This streamlined workflow helps you keep track of your contacts efficiently, ensuring all essential call details are recorded in real time for ease of follow-up. Make the most of every call without manual data entry, enhancing your lead management process.