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CallRail + Zoho CRM

Create new Zoho CRM entries from tagged CallRail phone calls

When a phone call is tagged within CallRail, this workflow instantly creates a new module entry in Zoho CRM. Simplify your task management and ensure valuable call data is easily accessible and well-organized in your CRM. This integration removes the need for manual data entry, streamlining your customer communication and boosting productivity.

When a phone call is tagged within CallRail, this workflow instantly creates a new module entry in Zoho CRM. Simplify your task management and ensure valuable call data is easily accessible and well-organized in your CRM. This integration removes the need for manual data entry, streamlining your customer communication and boosting productivity.

  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!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • AccountRequired

    • CompaniesRequired

    Trigger
    Instant
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    • AccountRequired

    • CompanyRequired

    Trigger
    Instant
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    • AccountsRequired

    Trigger
    Instant
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    • 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
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