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Quickly connect CallRail to Salesforce with a Zapier template.

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Add leads to Salesforce for new CallRail calls
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CallRail + Salesforce
Capture new forms in CallRail and create leads in Salesforce
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CallRail + Salesforce
Add custom Salesforce objects for new calls received on CallRail
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CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
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CallRail + Salesforce
Create Salesforce records for new CallRail phone calls
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CallRail + Salesforce
Create Salesforce records when new forms are captured in CallRail
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CallRail + Salesforce

Add leads to Salesforce for new CallRail calls

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CallRail + Salesforce

Capture new forms in CallRail and create leads in Salesforce

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Details

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CallRail + Salesforce

Add custom Salesforce objects for new calls received on CallRail

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CallRail + Salesforce

Create Salesforce records for new CallRail phone calls

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CallRail + Salesforce

Create Salesforce records for new CallRail phone calls

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CallRail + Salesforce

Create Salesforce records when new forms are captured in CallRail

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CallRail + Salesforce

Create new Salesforce leads from completed CallRail phone calls
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CallRail + Salesforce
Start new Salesforce leads when phone calls start in CallRail
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CallRail + Salesforce

How Zapier works

Zapier makes it easy to integrate CallRail with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from CallRail

A trigger is an event that starts your Zap and runs the workflow. For example, with CallRail, a trigger could be "Phone Call Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CallRail to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

Learn about AI automation

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Frequently Asked Questions about CallRail + Salesforce integrations

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

Can I integrate CallRail with Salesforce directly?

Yes, you can integrate CallRail with Salesforce using our platform, which supports triggers like 'New Call' from CallRail and actions such as 'Create Record' in Salesforce.

What data can be synced from CallRail to Salesforce?

You can sync data such as call recordings, call length, caller ID, and tracking numbers from CallRail into Salesforce records like leads or contacts.

How does the integration handle new calls received in CallRail?

Every time a new call is received in CallRail, it triggers an action in Salesforce to create or update a contact record automatically.

Is it possible to update existing records in Salesforce when a call is received?

Yes, if a matching record is found in Salesforce when a call is logged in CallRail, our integration can update the existing record instead of creating a new one.

Does the integration support custom field mapping between CallRail and Salesforce?

Our platform allows you to map custom fields between CallRail and Salesforce ensuring that your specific data flows correctly between both systems.

Can I track phone call conversions within Salesforce using this integration?

Absolutely. You can track phone call conversions by creating custom reports in Salesforce using the data synchronized from CallRail calls.

What happens if a caller's details don't exist in my Salesforce database when they call?

If there are no matching records for an incoming call's details in your Salesforce database, our integration will create a new lead or contact based on your predefined configurations.

Connect CallRail and Salesforce 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
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
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- 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
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate CallRail on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About CallRail

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

Learn more

Related categories

Call Tracking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Explore CallRail + Salesforce Integrations

slack

Connect CallRail and Salesforce to unlock the power of automation

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

Set up your first integration

Add leads to Salesforce for new CallRail calls

Capture new forms in CallRail and create leads in Salesforce

Add custom Salesforce objects for new calls received on CallRail

Create Salesforce records for new CallRail phone calls

Create Salesforce records for new CallRail phone calls

Create Salesforce records when new forms are captured in CallRail

Add leads to Salesforce for new CallRail calls

Capture new forms in CallRail and create leads in Salesforce

Add custom Salesforce objects for new calls received on CallRail

Create Salesforce records for new CallRail phone calls

Create Salesforce records for new CallRail phone calls

Create Salesforce records when new forms are captured in CallRail

Create new Salesforce leads from completed CallRail phone calls

Start new Salesforce leads when phone calls start in CallRail

How Zapier works

Select a trigger from CallRail

Setup an action from Salesforce

That’s it! You just connected CallRail to Salesforce

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

Make work flow with AI

Frequently Asked Questions about CallRail + Salesforce integrations

Connect CallRail and Salesforce 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

Supported triggers and actions

Learn how to automate CallRail on the Zapier blog

6 ways to automate CallRail with Zapier

Learn how to automate Salesforce on the Zapier blog

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

Explore CallRail + Salesforce Integrations

Explore CallRail + Salesforce Integrations