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Quickly connect CallRail to Zoho CRM with a Zapier template.

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Capture new CallRail forms and create module entries in Zoho CRM
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CallRail + Zoho CRM
Create or update Zoho CRM module entries when new CallRail phone calls start
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CallRail + Zoho CRM
Create Zoho CRM module entries for new CallRail phone calls
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CallRail + Zoho CRM
Log completed CallRail phone calls as new Zoho CRM module entries
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CallRail + Zoho CRM
Create module entries in Zoho CRM for new CallRail form captures tagged
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CallRail + Zoho CRM
Create new Zoho CRM entries from tagged CallRail phone calls
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CallRail + Zoho CRM

Capture new CallRail forms and create module entries in Zoho CRM

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Details

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CallRail + Zoho CRM

Create or update Zoho CRM module entries when new CallRail phone calls start

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Details

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CallRail + Zoho CRM

Create Zoho CRM module entries for new CallRail phone calls

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Details

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CallRail + Zoho CRM

Log completed CallRail phone calls as new Zoho CRM module entries

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Details

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CallRail + Zoho CRM

Create module entries in Zoho CRM for new CallRail form captures tagged

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Details

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CallRail + Zoho CRM

Create new Zoho CRM entries from tagged CallRail phone calls

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CallRail + Zoho CRM

Create or update Zoho CRM module entries when new forms are captured in CallRail
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CallRail + Zoho CRM
Manage updated CallRail phone calls by creating or updating module entries in Zoho CRM
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CallRail + Zoho CRM

How Zapier works

Zapier makes it easy to integrate CallRail with Zoho CRM - 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 Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

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

That’s it! You just connected CallRail to Zoho CRM

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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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

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

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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.

Connect CallRail and Zoho CRM 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.

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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
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- Account
  Required
- Companies
  Required
Trigger
Instant
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- Accounts
  Required
Trigger
Instant
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New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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- Module
  Required
Trigger
Instant
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- Module
  Required
Trigger
Instant
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- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- 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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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
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- Module
  Required
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write