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How Zapier works
Zapier makes it easy to integrate CallRail with Zoom - no code necessary. See how you can get setup in minutes.
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 "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects CallRail and Zoom, 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.
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompanyRequired
Try ItTriggerInstant- AccountsRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
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Connect CallRail and Zoom 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
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate CallRail on the Zapier blog
Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about CallRail + Zoom integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Zoom
What do I need to set up the integration between CallRail and Zoom?
To integrate CallRail with Zoom, you'll need active accounts for both platforms as well as access to an automation service like ours that supports API connections between the two. In our platform, you'll configure triggers such as 'New Call' in CallRail, linked with actions like 'Create Meeting' or 'Update Webinar' in Zoom.
Can I automatically schedule a Zoom meeting when a specific call comes into CallRail?
Yes, by creating an automation workflow using our platform, you can set a trigger for 'New Call' in CallRail and connect it with an action ‘Create Meeting’ in Zoom. This allows you to automatically schedule a Zoom meeting whenever you receive a call that meets your specified criteria.
Is it possible to update a contact on Zoom when their details are updated in CallRail?
Through our integration setup, you can create a workflow where updating contact details in CallRail triggers an action to update the corresponding contact in Zoom. You'll need to map the fields accurately during this configuration.
What triggers and actions are supported between CallRail and Zoom?
Supported triggers from CallRail include 'New Call', 'Call Tag Added', and 'Call Completed'. In response, actions available on Zoom can include 'Create Meeting', 'Register Participant', and 'Cancel Webinar'. Our platform helps facilitate these connections seamlessly.
How can I ensure security while integrating my data from CallRail with Zoom?
We prioritize security by using secure API connections and providing options for restricting data access within your workflows. Additionally, all interactions through our platform abide by strict compliance standards ensuring your data remains protected during any integration process.
Can I trigger communication alerts in Zoom based on specific call metrics from CallRail?
Certainly! You can set up workflows where metrics like call duration or call score in CallRail trigger communications or notifications through channels defined by actions such as alerts or reminders within Zoom functionalities.
Do I have to manually configure each meeting creation when receiving calls via this integration?
No manual configuration is needed once everything is set up correctly. You’ll establish conditions under which calls received through CallRail will automatically trigger meeting creations on Zoom without any further input required.
