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Quickly connect CallRail to Salesforce with a Zapier template.

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Add leads to Salesforce for new CallRail calls
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CallRail + Salesforce
Capture new forms in CallRail and create leads in Salesforce
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CallRail + Salesforce
Add custom Salesforce objects for new calls received on CallRail
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CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
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CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
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CallRail + Salesforce
Create Salesforce records when new forms are captured in CallRail
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CallRail + Salesforce

Add leads to Salesforce for new CallRail calls

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CallRail + Salesforce

Capture new forms in CallRail and create leads in Salesforce

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CallRail + Salesforce

Add custom Salesforce objects for new calls received on CallRail

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CallRail + Salesforce

Create Salesforce records for new CallRail phone calls

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CallRail + Salesforce

Create Salesforce records for new CallRail phone calls

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CallRail + Salesforce

Create Salesforce records when new forms are captured in CallRail

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CallRail + Salesforce

Create new Salesforce leads from completed CallRail phone calls
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CallRail + Salesforce
Start new Salesforce leads when phone calls start in CallRail
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CallRail + Salesforce

How Zapier works

Zapier makes it easy to integrate CallRail with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects CallRail and Salesforce, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about CallRail + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Salesforce

Can I integrate CallRail with Salesforce directly?

Yes, you can integrate CallRail with Salesforce using our platform, which supports triggers like 'New Call' from CallRail and actions such as 'Create Record' in Salesforce.

What data can be synced from CallRail to Salesforce?

You can sync data such as call recordings, call length, caller ID, and tracking numbers from CallRail into Salesforce records like leads or contacts.

How does the integration handle new calls received in CallRail?

Every time a new call is received in CallRail, it triggers an action in Salesforce to create or update a contact record automatically.

Is it possible to update existing records in Salesforce when a call is received?

Yes, if a matching record is found in Salesforce when a call is logged in CallRail, our integration can update the existing record instead of creating a new one.

Does the integration support custom field mapping between CallRail and Salesforce?

Our platform allows you to map custom fields between CallRail and Salesforce ensuring that your specific data flows correctly between both systems.

Can I track phone call conversions within Salesforce using this integration?

Absolutely. You can track phone call conversions by creating custom reports in Salesforce using the data synchronized from CallRail calls.

What happens if a caller's details don't exist in my Salesforce database when they call?

If there are no matching records for an incoming call's details in your Salesforce database, our integration will create a new lead or contact based on your predefined configurations.

Practical ways you can use CallRail and Salesforce

Log completed calls as Salesforce activities.

After a phone call is completed in CallRail, Zapier can automatically log the call as an activity in Salesforce. This helps business owners maintain a record of client communications and activities within their CRM.

Business Owner

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Sync new Salesforce leads to CallRail.

Every time a new lead is created in Salesforce, Zapier can trigger an action to update your records or perform additional tasks in CallRail, ensuring all apps stay in sync.

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Add new CallRail form submissions to Salesforce as leads.

When a form is captured in CallRail, Zapier can use the information to automatically create a new lead in Salesforce. This ensures your sales team can follow up quickly while keeping all your CRM records updated.

Marketing & Marketing Ops

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate CallRail on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect CallRail to Salesforce on the world's largest no-code automation platform

Explore CallRail + Salesforce Integrations

slack

Connect CallRail and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add leads to Salesforce for new CallRail calls

Capture new forms in CallRail and create leads in Salesforce

Add custom Salesforce objects for new calls received on CallRail

Create Salesforce records for new CallRail phone calls

Create Salesforce records for new CallRail phone calls

Create Salesforce records when new forms are captured in CallRail

Add leads to Salesforce for new CallRail calls

Capture new forms in CallRail and create leads in Salesforce

Add custom Salesforce objects for new calls received on CallRail

Create Salesforce records for new CallRail phone calls

Create Salesforce records for new CallRail phone calls

Create Salesforce records when new forms are captured in CallRail

Create new Salesforce leads from completed CallRail phone calls

Start new Salesforce leads when phone calls start in CallRail

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about CallRail + Salesforce integrations

Practical ways you can use CallRail and Salesforce

Log completed calls as Salesforce activities.

Sync new Salesforce leads to CallRail.

Add new CallRail form submissions to Salesforce as leads.

Supported triggers and actions

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Learn how to automate Salesforce on the Zapier blog

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Connect CallRail to Salesforce on the world's largest no-code automation platform

Explore CallRail + Salesforce Integrations

Explore CallRail + Salesforce Integrations