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CallRail + Microsoft Excel

CallRail + Microsoft Excel

CallRail + Microsoft Excel integrations

Log completed CallRail phone calls as new rows in a Microsoft Excel table

Effortlessly keep track of all completed phone calls from CallRail by adding them to a Microsoft Excel spreadsheet with this seamless workflow. Once set up, each time a phone call is completed in CallRail, a new row will be added to your designated Microsoft Excel table, ensuring that all your phone call data is up-to-date and easily accessible in one organized sheet. No more manual data entry required - this automation streamlines your record-keeping process and lets you focus on more important tasks.

  1. When this happens...
    Phone Call Completed
    Phone Call Completed
    Phone Call CompletedTriggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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