Salesforce + CallRail Integrations

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


Get started with workflows like: Add leads to Salesforce for new CallRail calls. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + CallRail in Minutes

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

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantPhone Call Completed

Triggers shortly after 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.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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

A form is captured.

How Salesforce + CallRail Integrations Work

  1. Step 1: Authenticate Salesforce + 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 Salesforce + CallRail