CallRail + Microsoft Excel

Add rows in Microsoft Excel when new calls are tagged in CallRail

When a phone call is tagged in CallRail, this workflow instantly adds a new row in your Microsoft Excel sheet. This automation offers a seamless way to manage and document call tags in a centralized location, enhancing productivity and organization in your day-to-day business operations. No need for manual data entry or forgetting important calls; stay up-to-date with ease.

When a phone call is tagged in CallRail, this workflow instantly adds a new row in your Microsoft Excel sheet. This automation offers a seamless way to manage and document call tags in a centralized location, enhancing productivity and organization in your day-to-day business operations. No need for manual data entry or forgetting important calls; stay up-to-date with ease.

  1. When this happens...
    CallRailCallRail
    Phone Call Tagged

    Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Call Tracking
excel logo
excel logo

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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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