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Set up your first integration
Quickly connect CallRail to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CallRail with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects CallRail and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use CallRail and HubSpot
Log completed calls from CallRail as HubSpot engagements
When a phone call is completed in CallRail, Zapier automatically logs it as an engagement in HubSpot. This helps business owners centralize customer communication activity in their CRM, reducing manual logging and enhancing record accuracy.
Business OwnerSync new CallRail form captures to HubSpot contacts
When a form is captured in CallRail, Zapier automatically creates or updates a contact in HubSpot. This ensures marketing teams have updated lead data in their CRM, improving response times and contact accuracy.
Marketing & Marketing OpsTag HubSpot contacts after CallRail call completion
After a phone call is completed in CallRail, Zapier tags the corresponding contact in HubSpot. This helps project managers segment and prioritize clients based on recent communication, enhancing task planning and resource allocation.
Project ManagementLearn how to automate CallRail on the Zapier blog
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about CallRail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and HubSpot
How do I integrate CallRail with HubSpot using Zapier?
To integrate CallRail with HubSpot, you can use our Zap templates. Log in to Zapier, navigate to the 'Make a Zap' option, and select CallRail and HubSpot as your apps. You can set triggers such as 'New Call' in CallRail and actions like 'Create or Update Contact' in HubSpot.
What triggers are available for CallRail in the integration?
The CallRail integration supports various triggers, including 'New Call,' 'New Text Message,' and 'Call Tagging.' These help automate workflows by kicking off actions in HubSpot when these events occur.
Which actions can I perform in HubSpot using data from CallRail?
You can automate several actions within HubSpot using data from CallRail. Available actions include creating or updating a contact, creating a new deal, or logging an activity whenever there's a new call or text message captured by CallRail.
Is it possible to use call recordings from CallRail in HubSpot through Zapier?
Yes, it's possible to transfer call recordings from CallRail into HubSpot as part of your automated workflow setup. You can create an action to attach call recordings to contacts or deals within HubSpot.
How do I handle duplicate contacts when syncing between CallRail and HubSpot?
We recommend using the 'Find or Create Contact' action within your Zap. This will check for existing contacts based on email address or phone number before creating a new one, thus helping manage duplicates.
Can I trigger an email notification in HubSpot when a new call is received in CallRail?
Yes, you can set up a workflow where receiving a new call in CallRail sends an email notification via HubSpot. Use the 'New Call' trigger for this purpose and set an action like sending an internal email.
What should I do if my Zap isn't triggering correctly between CallRail and HubSpot?
First, check that all connections are authenticated properly. Ensure that the necessary permissions are granted for both applications. Reviewing the task history on our platform might also give insights into any errors occurring during the process.
