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CallRail + Microsoft Excel

CallRail + Microsoft Excel

CallRail + Microsoft Excel integrations

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.

  1. When this happens...
    Phone Call Tagged
    Phone Call Tagged
    Phone Call TaggedTriggers 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.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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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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