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Frequently Asked Questions about CallRail + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Google Sheets
How can I set up an integration between CallRail and Google Sheets?
To set up the integration, you'll need to use our platform as a bridge to connect your CallRail account with Google Sheets. Start by creating a new zap and select CallRail as the trigger app and choose from triggers such as 'New Call' or 'New Text Message'. Then, select Google Sheets as the action app and configure actions like 'Create Spreadsheet Row' or 'Update Spreadsheet Row.' Follow the prompts to authenticate both accounts and map your fields accordingly.
What kind of triggers are available for integrating CallRail with Google Sheets?
When integrating CallRail with Google Sheets, you can use triggers such as 'New Call', which activates when a new call is recorded in CallRail, and 'New Text Message', which triggers when a text message is received. These allow you to automatically push this data into Google Sheets for better tracking and management.
Can I update existing rows in Google Sheets with data from CallRail?
Yes, you can update existing rows. When setting up the zap, choose an appropriate action like 'Update Spreadsheet Row' in Google Sheets. You will need to specify search criteria within your spreadsheet to find the correct row to update based on information from your CallRail trigger, such as Caller ID or tracking number.
Is it possible to create custom reports using data from both CallRail and Google Sheets?
While we facilitate the data transfer from CallRail into Google Sheets through our integration, creating custom reports involves using features within Google Sheets. You can leverage filters, pivot tables, or additional formulas inside your spreadsheet once the data has been imported.
Do I need any specific permissions on my Google account to enable this integration?
Yes, you will need permission to access and edit spreadsheets in your connected Google account. Ensure you've been granted at least edit access on any sheets you're looking to connect so that our platform can populate or modify them as specified by your zap setup.
Can new leads from phone calls be automatically added to my existing lead tracking sheet?
Absolutely! By setting up a zap with trigger 'New Lead' from phone calls in your CallRail account, you can have each new lead's information automatically appended as a new row in your designated lead tracking sheet on Google Sheets.
Are there any limitations on the number of zaps I can create between CallRail and Google Sheets?
The number of zaps you can create is generally determined by your subscription plan with us. However, within those limits, there’s flexibility to create multiple zaps catering different triggers/actions between CallRail and various sheets depending on what's needed for your operations.
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.