When this happens...
CallRailPhone Call Completed
Then do this...
Zoho CRMCreate/Update Lead

CallRail does a great job in capturing caller information and other metrics from your phone leads. Use Zapier to start adding new CallRail calls to your CRM as new leads. Once you set up this CallRail-Zoho CRM integration, new calls from that point forward are individually added as leads.

Note: This Zapier integration doesn't import existing call records into Zoho CRM, only new records after you've set it up.

How It Works

  1. A new CallRail incoming call is received
  2. Zapier adds that call record to Zoho CRM as a lead

What You Need

  • CallRail account with Zapier webhook integration enabled
  • Zoho CRM account
Zoho CRM is a Premium integration on Zapier.

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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

Adds a new contact.

Phone Call Started

Triggers when an inbound phone call is started.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

SMS Received

Triggers when an SMS message is received.

Create Lead

Adds a new lead.

New Contact

Triggered when you add a new contact.

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

New Lead

Triggered when you add a new lead.

Create/Update Module Entry

Creates a new entry or updates an existing entry for a specific module. Custom Modules are supported for those on Zoho's "Enterprise" plan or higher.

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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.

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

See Zoho CRM Integrations