Formitize + CallRail Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formitize and CallRail.

Connect Formitize + CallRail in Minutes

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

All Triggers & Actions

InstantNew Job Dispatched

This trigger occurs when a job is dispatched from the Formitize portal

InstantPhone Call Completed

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

InstantPhone Call Started

Triggers when an inbound phone call is started.

InstantCompany Created

Triggers when a new Company is created.

InstantForm Capture Tagged

Triggers when a form capture is tagged.

InstantNew Submitted Form

Once a form has been submitted from Formitize

InstantPhone Call Marked as Spam

Triggers when a phone call is marked as "Spam".

InstantPhone Call Tagged

Triggers when a phone call is tagged.

InstantForm Captured

Triggers when a form is captured.

InstantOutbound Call Completed

Triggers when an outbound call finishes.

How Formitize + CallRail Integrations Work

  1. Step 1: Authenticate Formitize + CallRail.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Formitize + CallRail