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CallRail Integrations

CallRail Integrations

Relay.app is an automation tool that lets you automate actions across apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow.

Relay.app makes it easy to integrate CallRail with other apps to automate workflows for yourself and your team. Build your first playbook today and start automating your CallRail workflows in minutes.
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CallRail integrations in Relay.app

Triggers
loyalty
New inbound call
Trigger
loyalty
New outbound call
Trigger

How-to guides featuring CallRail

See all how-to guides ➔
CallRail iconarrow_forwardTrello icon

Connect CallRail inbound call to a Trello card

This page explains how to monitor new inbound calls from CallRail and to create a new Trello card based on the call information.
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Slack iconarrow_forwardCallRail icon

Automatically send Slack DMs for CallRail Inbound Calls

Don't you hate it when you manually send direct messages (DMs) every time there's a new CallRail inbound call? It can be incredibly time-consuming and tedious, requiring constant monitoring of your CallRail account and manual creation of DMs to notify your team members. Worse, relying on this manual approach can lead to human errors, like overlooking calls or inaccurate information. But what if we told you there's a better way to manage your CallRail inbound calls? With Relay.app's innovative integration, you can bid farewell to the hassle of manual notifications and ensure that every new inbound call through CallRail automatically triggers direct messages in Slack to your team members. Imagine the ease of communication and enhanced collaboration as every call is seamlessly relayed to your team, keeping everyone in the loop without effort. Are you ready to never miss a call again and take your communication to the next level? Let us show you how to set up this integration in four easy steps.
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Slack iconarrow_forwardCallRail icon

Automatically send a Slack DM for every new CallRail outbound call

Imagine manually sending direct messages (DMs) for every new CallRail outbound call. It would be a time-consuming task that requires constant attention, leading to human errors and inconsistencies in communication. Keeping track of multiple outbound calls across various channels can be overwhelming, especially during peak call times. But what if we told you there's an easier way to manage your outbound calls? With Relay.app's innovative integration, you can bid farewell to the hassle of manual notifications and ensure that every new outbound call logged in CallRail automatically triggers direct messages (DMs) via Slack to your team members. You're not just managing calls; you're streamlining communication and keeping your team informed in real-time without any effort. And the best part? Setting up this integration is a breeze! In this guide, we'll show you how to set it up in four easy steps. So get ready to revolutionize your outbound call management and streamline your communication with Relay.app!
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CallRail iconarrow_forwardGoogle Sheets icon

Update Google Sheets with new CallRail outbound call information

Learn how to set up a Relay playbook that automatically updates Google Sheets with new CallRail outbound call data. This process involves setting up a Relay playbook to automate the synchronization of CallRail outbound call information directly into your Google Sheets spreadsheet. This automation ensures real-time tracking and analysis of outbound call metrics in your Google Sheets spreadsheet, enhancing your ability to manage and analyze call data effectively.
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Pipedrive iconarrow_forwardCallRail icon

Automatically track CallRail inbound calls as Pipedrive activities

Learn how to set up a Relay playbook that automatically adds activities in Pipedrive for every new inbound call registered in CallRail. By integrating these two platforms, you'll ensure prompt follow-up and efficient lead management. This integration ensures prompt follow-up and efficient lead management, streamlining your workflow without manual effort.
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Slack iconarrow_forwardCallRail icon

Send new messages on Slack for new CallRail inbound calls

Learn how to set up a Relay playbook that automatically sends a new message on Slack for new inbound calls in CallRail. Need an easy way to let everyone on Slack know about new inbound calls in CallRail? Just set up this CallRail and Slack integration and Relay will keep those alerts coming through. A new message will be automatically sent to your Slack channel with the information from every new inbound call received on CallRail, giving you a hands-off notification system with no extra effort.
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CallRail iconarrow_forwardGoogle Sheets icon

Update Google Sheets with new CallRail inbound call information

Learn how to set up a Relay playbook that automatically updates Google Sheets with new CallRail inbound call data. This integration enables real-time syncing of call information, including caller details, call duration, date, and time, directly into your designated Google Sheets spreadsheet. Once set up, this automation ensures seamless tracking and analysis of inbound call metrics in your Google Sheets spreadsheet.
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Gmail iconarrow_forwardCallRail icon

Automate sending Gmail emails for new outbound calls in CallRail

Learn how to set up a Relay playbook that automatically sends an email whenever there's a new outbound call in CallRail. When you have an outbound call available for review, you'll want to know about it. This integration helps by automatically sending a Gmail email with the details of the call in CallRail. It's never been easier to review outbound calls.
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HubSpot iconarrow_forwardCallRail icon

Create a HubSpot deal for CallRail outbound calls

Struggling to track CallRail outbound calls as deals in HubSpot? Relay.app simplifies this task. With our integration, you can automate the process seamlessly. Whenever an outbound call is made in CallRail, Relay.app ensures a corresponding deal is created in HubSpot, streamlining your sales workflow. Say goodbye to manual entry and hello to efficient deal management with Relay.app.
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Gmail iconarrow_forwardCallRail icon

Automate sending an email for every new CallRail inbound call

Learn how to set up a Relay playbook that automatically sends an email whenever there's a new inbound call in CallRail. When you have an inbound call available for review, you'll want to know about it. This integration helps by automatically sending a Gmail email with the details of the call in CallRail. It's never been easier to review inbound calls.
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Slack iconarrow_forwardCallRail icon

Send new messages on Slack for new CallRail outbound calls

Learn how to set up a Relay playbook that automatically sends a new message on Slack for new outbound calls in CallRail. Enhance your team communication with this seamless workflow. With Relay, as soon as an outbound call is completed in CallRail, a new message will be automatically sent to your Slack channel with the information from every new outbound call on CallRail. It ensures your team stays notified about call updates without needing to switch between apps, improving efficiency and productivity. Use this workflow to streamline your business communication and always stay in the loop.
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Paddle iconarrow_forwardCallRail icon

Create a new customer in Paddle from CallRail inbound calls

Looking to automate the creation of new customers in Paddle from CallRail inbound calls? In this guide, we'll explore how to seamlessly integrate CallRail with Paddle using Relay.app. Let's dive into the steps to optimize your customer management workflow and ensure a seamless experience for both your team and your inbound callers. In this guide, it demonstrates how Relay.app simplifies the process of creating new customers in Paddle from CallRail inbound calls. Whenever an inbound call is received through CallRail, Relay.app automatically generates a corresponding customer record in Paddle. This integration eliminates manual data entry and ensures that your customer database remains updated and accurate. With Relay.app, you can focus on providing exceptional customer service while streamlining your customer management process.
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HubSpot iconarrow_forwardCallRail icon

Create a new HubSpot contact from newly added CallRail contacts

Having difficulty managing contacts between CallRail and HubSpot? Relay.app offers a solution. With our integration, you can automate this process seamlessly. Whenever a new contact is added in CallRail, Relay.app ensures it's promptly created in HubSpot, eliminating manual data entry. Streamline your contact management and focus on nurturing leads with Relay.app's efficient automation.
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Pipedrive iconarrow_forwardCallRail icon

Add new outbound CallRail calls as new leads in Pipedrive

Learn how to set up a Relay playbook that automatically adds leads in Pipedrive for every new outbound call made in CallRail. This integration ensures efficient lead tracking and follow-up, enhancing your workflow without manual effort. By following these steps, you'll streamline your lead management process and ensure that leads generated from outbound calls in CallRail are promptly added to Pipedrive.
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Do more with CallRail and Relay.app

Relay is designed to seamlessly integrate with popular SaaS app CallRail, allowing you to automate and optimize your call tracking processes. With Relay, you can create powerful workflows that combine the capabilities of CallRail with other apps to streamline your business operations. Here are some use cases you can build with CallRail and Relay:

Automatic Lead Management

With Relay and CallRail, you can automatically capture call data and create leads in your CRM or sales management app. Relay's Double Check Automations feature allows you to review and customize the lead information before it gets added to the system, ensuring accuracy and personalization.

AI-Generated Call Transcriptions

Leveraging Relay's AI Autofill feature, you can integrate CallRail's call recordings with an AI model such as GPT to generate accurate and useful call transcriptions automatically. This can save you time and resources while enabling you to analyze and act upon the insights extracted from the conversation.

Personalized Automated Text Messages

Combine CallRail, Relay, and a messaging app like Twilio to create automated text message campaigns based on call data. With Relay's AI Autofill, you can dynamically insert customer-specific information, ensuring personalized and effective communication.

Try Relay for free today and experience the power of seamless integration and workflow automation with CallRail and other leading SaaS products.

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