1.Monitor completed call events
Integrate CallRail and call tracking tools to receive the completed call payload and capture core call attributes for updates.
Update call attribution records in your CRM table
Automatically monitor phone call completed events across CallRail and Airtable. Create and update when calls complete, answered status changes, or key call duration thresholdsβso you can update attribution fields, enrich caller context, and preserve call recording links without manual CRM updates.
How this automation updates call attribution records
When phone call completed events stream in, inaccurate attribution slows reporting and confuses handoffs. This automation captures call attributes, finds matching CRM rows, and updates attribution and call metadataβso your team can trust enriched CRM records.
CallRailor swap with your favorite app
2.Find matching CRM record
Integrate Airtable and CRM table lookups to search the configured table for an existing record by Call ID.
Airtableor swap with your favorite app
3.Update call attribution record
Integrate Airtable and analytics fields to update mapped call attributes and attribution columns, including call notes.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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