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Set up your first integration
Quickly connect CallRail to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate CallRail with Zoho CRM - 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 "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects CallRail and Zoho CRM, 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.
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompanyRequired
Try ItTriggerInstant- AccountsRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
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Practical ways you can use CallRail and Zoho CRM
Log completed calls as leads in Zoho CRM
When a phone call is completed in CallRail, Zapier creates a new lead in Zoho CRM. This automation ensures no communication is overlooked, making it easier to track potential customers and maintain accurate data in your sales pipeline.
Business Owner
Capture SMS records for better data tracking
When an SMS is received in CallRail, Zapier logs the data in Zoho CRM. This improves data tracking accuracy and ensures messaging communications are reflected within the CRM for better IT analysis or system integration planning.
ITTag form leads from CallRail in Zoho CRM
When CallRail captures a new form, Zapier automatically adds a tag in Zoho CRM for appropriate tracking or segmenting. This enables marketers to organize leads effectively for tailored campaigns and outreach, enhancing lead engagement and conversion rates.
Marketing & Marketing OpsLearn how to automate CallRail on the Zapier blog
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Frequently Asked Questions about CallRail + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Zoho CRM
How do I connect CallRail with Zoho CRM?
To connect CallRail with Zoho CRM, you can use an integration platform to facilitate the connection. First, ensure that both your CallRail and Zoho CRM accounts are active and authenticated in our platform. Then, set up a trigger in CallRail, such as 'New Call' or 'New Text Message,' and an action in Zoho CRM, like 'Create Lead' or 'Add Note', to automate the data flow between the two systems.
Can I automatically create leads in Zoho CRM from new calls in CallRail?
Yes, you can automatically create leads in Zoho CRM from new calls received in CallRail by setting up a trigger for 'New Call' in CallRail and choosing the action 'Create Lead' in Zoho CRM. This setup allows new call details to be seamlessly transferred to your CRM system as leads.
What information from a call in CallRail can be transferred to Zoho CRM?
You can transfer various details from a call in CallRail to Zoho CRM such as caller's name, phone number, call duration, and call recording URL by mapping these fields during the integration setup. Ensure that each piece of information is mapped correctly to the appropriate fields within your Zoho CRM lead or contact records.
Is it possible to update existing contacts in Zoho CRM with information from calls received through CallRail?
Yes, it is possible to update existing contacts in Zoho CRM using information from calls logged via CallRail. You'll need to configure an action like 'Update Contact' for your trigger event (like 'New Call') which will modify contact details based on incoming data.
How can I track SMS messages exchanged through CallRail into my Zoho CRM system?
To track SMS messages exchanged through CallRail within your Zoho CRM system, set a trigger for 'New Text Message' within our platform and pair it with actions such as 'Create New Task' or 'Add Note'. This way, every SMS interaction is logged into your CRM for comprehensive record-keeping.
Does integrating these systems require technical skills or coding experience?
Integrating CallRail with Zoho CRM does not require any coding experience or technical expertise. Our platform provides a user-friendly interface where you can easily set up triggers and actions with drag-and-drop functionality without needing any programming knowledge.
Can we filter which calls are sent from CallRail to create records in Zoho CRM?
Yes, you have the option to filter which calls are sent from CallRail when creating records in Zoho CRM. Filters like call duration, specific caller ID patterns, or tags assigned within CallRail can be applied so only relevant data gets processed into the system.
