Salesforce + CallRail Integrations

How to connect Salesforce + CallRail

Zapier lets you send info between Salesforce and CallRail automatically—no code required.

When this happens...

Company Created

Triggers when a new Company is created.

automatically do this!

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Popular Salesforce + CallRail workflows

Our most popular Zap! arrow pointing down

Add leads to Salesforce for new CallRail calls
premium
CallRail + Salesforce
More details
When this happens
Step 1: Phone Call Completed
Then do this
Step 2: Create Record
See Zap details Try it
Add leads to Salesforce for new CallRail calls
premium
Add leads to Salesforce for new CallRail calls
CallRail + Salesforce
Add custom Salesforce objects for new calls received on CallRail
premium
CallRail + Salesforce
More details
When this happens
Step 1: Phone Call Completed
Then do this
Step 2: Create Record
See Zap details Try it
Add custom Salesforce objects for new calls received on CallRail
premium
Add custom Salesforce objects for new calls received on CallRail
CallRail + Salesforce

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
CallRail
Triggers when an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).
Instant
Trigger
CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
CallRail
Triggers when a phone call is tagged.
Instant
Trigger
CallRail
Triggers when a new Company is created.
Instant
Trigger
CallRail
Triggers when a form is captured.
Instant
Trigger
CallRail
Triggers when a form capture is tagged.
Instant
Trigger
CallRail
Triggers when an outbound call finishes.
Instant
Trigger
CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
CallRail
Triggers when an SMS message is received.
Instant
Trigger
CallRail
Triggers when an SMS message is sent.
Instant
Trigger
CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
CallRail
Triggers when a User is created.
Instant
Trigger

How Salesforce + CallRail Integrations Work

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