When this happens...
CallRailPhone Call Completed
Then do this...
InsightlyCreate Contact

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect CallRail + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Phone Call Completed

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

Create Contact

Create a new contact in your Insightly account.

Phone Call Started

Triggers when an inbound phone call is started.

Create Task

Create a new task in your Insightly account.

SMS Received

Triggers when an SMS message is received.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.