CallRail

CallRail Help & Support

  • How to Get Started with CallRail on Zapier
  • Popular Things To Do With CallRail
  • Common Problems with CallRail

How to Get Started with CallRail on Zapier

To get started with APP on Zapier, first you will need to click to connect your CallRail account to use with your Zap.

Click to connect CallRail

You’ll now be asked to log into your CallRail account (unless you are already logged in).

Login to CallRail

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

Authorize CallRail on Zapier

If all steps were successful your CallRail account will now be successfully connected.

CallRail connection successfull

Popular Things To Do With CallRail

Send completed CallRail call data to Google Sheets

CallRail + Google Sheets

Try It

Add completed CallRail calls as items on Podio

CallRail + Podio

Add Podio items for new calls on CallRail

CallRail + Podio

Track the number of new CallRail phone calls over time in Cyfe

CallRail + Cyfe

Add leads to Salesforce for new CallRail calls

CallRail + Salesforce

Add deals to ActiveCampaign for new calls received on CallRail

CallRail + ActiveCampaign

Common Problems with CallRail

I want to filter missed calls#

CallRail sends a field called answered that can be filtered on to exclude missed calls or to only trigger on missed calls. In order to only get missed calls to trigger your zap, you'll want to set it up like this:

""

If you want to exclude missed calls, change the filter to look for "Text Contains" "True".

Trouble retrieving content from my account#

Unfortunately, the CallRail integration with Zapier will only support one agency per connection. If the user you connect to Zapier has multiple agencies, only one will be used to retrieve data. This can lead to unexpected behavior, such as a shortened list of companies or errors retrieving companies in the first place.

In order to work around this problem, you can create a new user that only has access to the desired agency. When this user is connected to Zapier, it will always retrieve data from the correct agency.

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