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Quickly connect CallRail to Podium with a Zapier template.

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Send messages in Podium when phone calls are completed in CallRail
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CallRail + Podium

Send messages in Podium when phone calls are completed in CallRail

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CallRail + Podium

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Cancel an Invoice" in Podium.

You’re connected!

Zapier seamlessly connects CallRail and Podium, 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.

- Account
  Required
- Companies
  Required
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- Account
  Required
- Company
  Required
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Instant
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- Accounts
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
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Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
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New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
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- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
Action
Write

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
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- Status
Trigger
Polling
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New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
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New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
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- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

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Connect CallRail and Podium to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate CallRail on the Zapier blog

Make work flow with AI

Level up your CallRail to Podium integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CallRail + Podium integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Podium

How do I initiate the integration of CallRail with Podium?

To begin integrating CallRail with Podium, you must use our automation tool to connect both apps. Start by selecting CallRail as your trigger app and choose a specific trigger event such as new call or new text message. Then, select Podium as your action app and choose from available actions like creating a new contact or sending a message.

Is coding required to integrate CallRail with Podium?

No coding is necessary. Our platform offers a user-friendly interface where you simply set triggers in CallRail and corresponding actions in Podium without any programming skills needed.

What types of triggers can I set in CallRail for this integration?

In CallRail, you can set triggers such as 'New Call', 'New Text Message', or 'Call Tagged' to automate actions in Podium.

Can I create automated follow-ups using this integration?

Yes, by setting triggers in CallRail like 'New Call' or 'Call Completed', you can automate follow-up messages or requests for reviews through Podium.

What happens if there’s an error during the integration process?

If an error occurs, our platform will notify you with detailed logs and suggested solutions. You can retry the automation once the issue is resolved.

How often does the data sync between CallRail and Podium?

Data syncing is dependent on the trigger events in CallRail; typically, it occurs instantly when a trigger condition is met, ensuring timely actions in Podium.

Can I customize which data is sent from CallRail to Podium?

Yes, during the integration setup, you have options to specify exactly what data fields should be transferred from CallRail based on your needs for processing within Podium.

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Learn moreLearn moreHelpHelp

Related categories

Communication

Connect CallRail and Podium to unlock the power of automation

Set up your first integration

Send messages in Podium when phone calls are completed in CallRail

Send messages in Podium when phone calls are completed in CallRail

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CallRail and Podium to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Make work flow with AI

Frequently Asked Questions about CallRail + Podium integrations

Connect CallRail to Podium on the world's largest no-code automation platform