1.Detect call started
Integrate CallRail and call tracking workflows to detect call starts and trigger CRM recording capture
Create call record with recording link in CRM
Automatically monitor calls starting across CallRail and Salesforce. Create and update when calls start, caller number captures, and call duration recordsβso you can standardize details, match contacts, and save call recording links without manual CRM entry.
How this automation preserves your call context
When calls start in CallRail, missed details can break rep context and delay CRM hygiene. This automation formats caller data, looks up the contact, and creates call tracking records with recording links and attributionβso your team can follow up faster.
CallRailor swap with your favorite app
2.Normalize caller phone and duration
Integrate Formatter by Zapier and data normalization tools to standardize caller phone and duration values
Formatter by Zapieror swap with your favorite app
3.Find contact by phone
Integrate Salesforce and CRM lookup tools to attempt a contact match using formatted phone
Salesforceor swap with your favorite app
4.Create call tracking record
Integrate Salesforce and CRM data entry tools to create the call tracking record with recording links and attribution
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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