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Zapier makes it easy to integrate CallRail with Jotform - no code necessary. See how you can get setup in minutes.

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CallRail
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CallRail
1. Choose trigger event
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Jotform
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Jotform
2. Choose action
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1. Select the event
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CallRail
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.

Add your action

An action happens after the trigger—such as "Assign Form" in Jotform.

You’re connected!

Zapier seamlessly connects CallRail and Jotform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Connect CallRail and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate CallRail on the Zapier blog

Learn how to automate Jotform on the Zapier blog

Make work flow with AI

Level up your CallRail to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about CallRail + Jotform integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Jotform

How do I integrate CallRail with Jotform?

Integration is achieved by using Zapier as a bridge between CallRail and Jotform. You will need to set up a Zap where you choose CallRail as the trigger app and Jotform as the action app. This involves selecting a specific event in CallRail that triggers an action in Jotform.

What triggers can I use with CallRail in a Zap?

In our Zaps, typical triggers for CallRail include new calls, text messages, or form submissions. These triggers allow you to automate actions in Jotform such as creating or updating submissions based on the data from your CallRail account.

What actions can Jotform perform when integrated with CallRail?

When integrated with CallRail, Jotform can create or update form submissions based on incoming data from CallRail triggers like calls and messages. This ensures that your Jotform records are always synchronized with the latest communication data.

Do I need any coding knowledge to set up an integration between CallRail and Jotform?

No coding knowledge is required to set up this integration. Our platform provides an intuitive interface where you can easily select triggers and actions to automate workflows between CallRail and Jotform.

Can I filter which calls trigger a form submission in Jotform?

Yes, you can set filters within your Zap configuration to specify conditions for which calls should trigger a form submission in Jotform. For example, only calls longer than a certain duration or from specific numbers could be used as triggers.

Is it possible to automate sending form responses based on call data in CallRail?

Yes, by setting up the correct workflows, you can have form responses automatically sent when specific call data is received in CallRail. This helps streamline your follow-up processes by connecting communication channels directly with your forms.

What should I do if my Zap isn't triggering actions correctly between CallRail and Jotform?

First, ensure that all configurations within the Zap are correct, including choosing appropriate triggers and actions. Check if both apps are properly connected and re-authenticate if necessary. Also, review any filters that might prevent triggering due actions.

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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 Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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