CallRail

CallRail Integrations

  • Send completed CallRail call data to Google Sheets

    If you spend a lot of time on the phone, you know that it's valuable, yet hard to track results. Did the call yield anything tangible for you to report to your boss or client? One simple automation can take the guessing game out of that equation, and send completed phone call data over to Google Sheets for safe keeping and archiving. Use that data to easily create reports and quantify your work.

    How It Works

    1. You have a completed phone call in CallRail
    2. Zapier sends the data over to Google Sheets

    What You Need

    • CallRail account
    • Google account
  • Add completed CallRail calls as items on Podio

    Log completed phone calls on Podio to spur further action. This Zapier automation will add an item on Podio for every call that has been marked as completed on CallRail. Improve your customer service delivery by integrating your call tracking tool with your task management app!

    How It Works

    1. A call is completed on CallRail
    2. Zapier adds the details as an item on Podio

    What You Need

    • CallRail account
    • Podio account
  • Add Podio items for new calls on CallRail

    Need your Podio workflow to keep up with all those calls on CallRail? We'll kick things off for each one reliably if you set up this CallRail Podio integration. It'll then watch for new received CallRail calls, creating a new item on Podio according to your specifications every time.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically adds a new item on Podio

    What You Need

    • CallRail account
    • Podio account
  • Add new CallRail calls to Zoho CRM as leads

    CallRail does a great job in capturing caller information and other metrics from your phone leads. Use Zapier to start adding new CallRail calls to your CRM as new leads. Once you set up this CallRail-Zoho CRM integration, new calls from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import existing call records into Zoho CRM, only new records after you've set it up.

    How It Works

    1. A new CallRail incoming call is received
    2. Zapier adds that call record to Zoho CRM as a lead

    What You Need

    • CallRail account with Zapier webhook integration enabled
    • Zoho CRM account
  • Track the number of new CallRail phone calls over time in Cyfe

    CallRail already tracks phone calls for your marketing campaigns, but if you also want to track call volume in an easy-to-analyze graph, try connecting it to Cyfe. With Zapier, you can automatically push a value to your Cyfe dashboard each time you receive a new call in CallRail.

    How it works

    1. You receive a new call in CallRail
    2. Zapier detects that call, and pushes a value to your Cyfe dashboard automatically

    What you need

    1. A CallRail account
    2. A Cyfe account, with at least one Push API widget set up on your dashboard
  • Add leads to Salesforce for new CallRail calls

    Don't slow down your sales pipeline with manual updates—activate this CallRail Salesforce integration and the automation will take care of those leads for you. From that point on a new lead will be created on Salesforce for every new call you receive on CallRail, bringing with it all the information you need to land those deals.

    How It Works

    1. A new CallRail call is received
    2. Zapier automatically creates a lead on Salesforce

    What You Need

    • CallRail account
    • Salesforce account
  • Add deals to ActiveCampaign for new calls received on CallRail

    Want to ensure to best chances of landing those deals after your conversations on CallRail? Put this CallRail ActiveCampaign integration to work behind the scenes and we'll help out with the organization, making sure to add a new deal to ActiveCampaign for each and every new call you receive on CallRail.

    How It Works

    1. A new incoming call is received on CallRail
    2. Zapier automatically adds a deal on ActiveCampaign

    What You Need

    • CallRail account
    • ActiveCampaign account
  • Add or update contacts on HubSpot CRM for new calls received on CallRail

    Looking for a way to keep HubSpot CRM up to date with everything happening on CallRail? This CallRail HubSpot CRM integration will keep all your contact data in order once you activate it: a HubSpot CRM contact will then either be created or updated for every new call you receive through CallRail.

    How It Works

    1. A new incoming call is received on CallRail
    2. Zapier automatically creates or updates a contact on HubSpot CRM

    What You Need

    • CallRail account
    • HubSpot CRM account
  • Add new CallRail calls to Close.io as leads

    It's all too easy to forget to document phone calls, and then you're left with leaky processes and the potential for missing out on key deals. Make your life easier and switch on this CallRail Close.io integration. After that, every new CallRail call will trigger the creation of a lead in Close.io, inserting an actionable record into your sales pipeline so you can proceed confident that nothing will be lost or forgotten.

    How It Works

    1. A new call is logged in CallRail
    2. Zapier automatically adds a Close.io lead

    What You Need

    • CallRail account
    • Close.io account
  • Send SMS messages for new CallRail calls

    Need a simple alert system for new calls you receive on CallRail? This Zap should do nicely once you bring it online, leveraging Zapier's native SMS notifications. It will listen for every new call on CallRail, automatically sending out SMS messages with your indicated information for each one.

    How It Works

    1. A new CallRail call is received
    2. Zapier automatically sends an SMS message

    What You Need

    • CallRail account
  • Send SMS messages on Twilio for new calls on CallRail

    Looking for a way to stay on top of new calls on CallRail, no matter where you are? This CallRail Twilio integration will track everything flawlessly for you when you set it up, sending out a new SMS message on Twilio for every new call you receive on CallRail after that.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically sends a Twilio SMS

    What You Need

    • CallRail account
    • Twilio account
  • Add Insightly contacts for new calls on CallRail

    Want to keep your lists on Insightly up to date with your activity on CallRail, even when the phone is ringing off the hook? Put this CallRail Insightly integration to work and we'll see to it that they are, adding a new contact to Insightly with all the information you indicate for each and every new call you receive on CallRail.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically creates an Insightly contact

    What You Need

    • CallRail account
    • Insightly account
  • Create Trello cards for new CallRail calls

    If the team on Trello is waiting on the information for each call on CallRail in order to carry your workflow forward, do yourself a favor and automate the connection between the two. This CallRail Trello integration will trigger with every new call you receive on CallRail, automatically adding a new card to Trello with the details every time so you can get started immediately.

    How It Works

    1. A new CallRail call is received
    2. Zapier automatically adds a new card on Trello

    What You Need

    • CallRail account
    • Trello account
  • Update Cyfe values for new calls on CallRail

    Want to make sure Cyfe visualizes how you're doing on CallRail, along with all your other metrics? This CallRail Cyfe integration between the two, once active, will trigger with each new call on CallRail, updating a value on Cyfe as per your indications automatically from then on.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically updates a value on Cyfe

    What You Need

    • CallRail account
    • Cyfe account
  • Create deals on Pipedrive for new calls on CallRail

    If you're using CallRail for communication with potential clients, we've got a great way to set up your tracking environment automatically. This CallRail Pipedrive integration will trigger with each call you receive on CallRail, automatically creating a new deal on Pipedrive for every one after that!

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically creates a deal on Pipedrive

    What You Need

    • CallRail account
    • Pipedrive account
  • Create or update contacts on HubSpot for new calls on CallRail

    If you're too busy taking calls to also take down all that contact information, put this CallRail HubSpot integration to work behind the scenes and we'll do it for you. It'll trigger for every new incoming call on CallRail, using your information to either update or create a new contact on HubSpot automatically.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically adds a new contact on HubSpot or updates an existing match

    What You Need

    • CallRail account
    • HubSpot account
  • Add custom Salesforce objects for new calls received on CallRail

    If your calls on CallRail are feeding your Salesforce workflows, don't waste your precious time manually updating the information when you can automate the whole thing with this CallRail Salesforce integration. It will trigger every time you receive a new call on CallRail, automatically creating a new custom object on Salesforce with all the details you need.

    How It Works

    1. A new incoming call is received on CallRail
    2. Zapier automatically creates a custom object on Salesforce

    What You Need

    • CallRail account
    • Salesforce account
  • Submit form entries on HubSpot for new calls received on CallRail

    If your CallRail information is used to supply HubSpot forms with data, you can create a seamless connection between the two services simply by activating this CallRail HubSpot integration. Once you do, the information you indicate from every new call you get on CallRail will also automatically be sent to HubSpot and submitted to the form you choose.

    How It Works

    1. A new incoming call is received on CallRail
    2. Zapier automatically submits an entry to a form on HubSpot

    What You Need

    • CallRail account
    • HubSpot account
  • Add SugarCRM leads for new CallRail calls

    Feel like your CallRail information is taking too long to reach the other parts of your system? Setting up this CallRail SugarCRM integration should make sure SugarCRM is always updated. It will trigger with every call you receive on CallRail after that, automatically adding a lead to SugarCRM with all the information you need.

    How It Works

    1. A new CallRail call is received
    2. Zapier automatically adds a lead to SugarCRM

    What You Need

    • CallRail account
    • SugarCRM account
  • Add offline conversion events to Facebook from tagged phone calls in CallRail

    Tracking lead conversion from online to offline media can be a pain. After you've set up this integration, Zapier will automatically add every tagged phone call from CallRail to Facebook, logging the event to your Offline Conversion tracking to keep your ads and qualified leads in sync.

    How this CallRail-Facebook Offline Conversion integration works

    1. A new tagged call is added in CallRail
    2. Zapier logs the event in your Facebook Offline Conversion solution

    Apps involved

    • CallRail
    • Facebook
  • Add leads on LeadSimple for new calls on CallRail

    Don't miss out on the opportunity to follow up with your callers on CallRail just because you were too busy to take their information down—this CallRail LeadSimple integration can serve as your personal assitant and do all that for you once you set it up. From that point on, every new call you receive on CallRail will also send your information to LeadSimple, creating a lead on the system automatically.

    How It Works

    1. A new call is received on CallRail
    2. Zapier automatically adds a lead to LeadSimple

    What You Need

    • CallRail account
    • LeadSimple account
  • Create Highrise contacts from CallRail

    A hot new lead comes through on a phone call, great! Now what? Let Zapier automatically create a contact for you in your CRM, and never miss opportunities to follow up or build relationships with potential leads ever again.

    How It Works

    1. You tag a new phone call in CallRail
    2. Zapier creates a new contact in Highrise

    What You Need

    • CallRail account
    • Highrise account
  • Send CallRail SMS data to Cyfe

    Use SMS for business? Then you probably receive a lot of messages. Ever wish you could keep a running tally of those numbers as they stack up? Use an easy automation to take care of all of that for you!

    How It Works

    1. You receive a new SMS via CallRail
    2. Zapier updates the Cyfe widget of your choice

    What You Need

    • CallRail account
    • Cyfe account
  • Create Podio tasks from new CallRail users

    New user onboarding can be easy to forget, especially if new users are being created with any frequency inside apps you use. With the help of automation, you'll never forget about these new users ever again! Have Zapier create tasks for you any time this happens, and stay on top of everything that needs to be done without actually having to think about it.

    How It Works

    1. A new user is created in CallRail
    2. Zapier automatically creates a task in Podio

    What You Need

    • CallRail account
    • Podio account
  • Add caller keywords to Raven Tools from new CallRail calls

    Matching up your incoming calls to your paid search traffic can cause quite a headache. This Zapier integration spells relief by automatically adding new search keywords into the Raven Tools' keyword dashboard each time a call comes in from a keyword.

    How It Works

    1. A new call is received in CallRail
    2. Zapier adds the caller keyword to Raven Tools

    What You Need

    • CallRail account
    • Raven Tools account

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CallRail Integration Details

Launched on Zapier March 25, 2013

Zapier combines Triggers (like "Phone Call Completed") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following CallRail Triggers, Searches, and Actions are supported by Zapier:

Phone Call Completed

Triggers shortly after an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.)

Phone Call Started

Triggers when an inbound phone call is started.

SMS Received

Triggers when an SMS message is received.

Company Created

Triggers when a new Company is created.

SMS Sent

Triggers when an SMS message is sent.

Phone Call Tagged

Triggers when a phone call is tagged.

Phone Call Marked as Spam

Triggers when a phone call is marked as "Spam".

Source Tracker Created

Triggers when a Source Tracker is created

User Created

Triggers when a User is created

Session Tracker Created

Triggers when a new Session Tracker is created.

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CallRail provides call tracking and analytics for online and offline marketing campaigns. We make it easy to track phone call conversions from PPC, SEO, web referrals, and direct marketing.