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CallRail app spotlight

CallRail

CallRail analyzes all of your inbound leads via calls, texts, forms, and chat, to help you determine which campaigns are the most successful.

How this app helps you understand where your best leads come from

CallRail: App spotlight

If you spend a lot of time on the phone, you know that it's valuable, yet hard to track results. Did the call yield anything tangible for you to report to your boss or client? One simple automation can take the guessing game out of that equation, and automatically send completed phone call data over to Google Sheets for safe keeping and archiving. Use that data to easily create reports and quantify your work.

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

Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

Phone Call Completed

Triggers when a phone call is marked as "Spam".

Phone Call Marked as Spam

Triggers when an inbound phone call is started.

Phone Call Started

Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger. 

Phone Call Tagged

Company Created

Form Captured

Form Capture Tagged

Triggers after an inbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.


Outbound Call Completed

Triggers when a Session Tracker is created.

Session Tracker Created

Triggers when an SMS message is received.

SMS Received

SMS Sent

Triggers when a Source Tracker is created.

Source Tracker Created

User Created

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Send new completed CallRail call data to Google Sheets

Log completed phone calls on Podio to spur further action. This Zapier automation will add an item on Podio for every call that has been marked as completed on CallRail. Improve your customer service delivery by integrating your call tracking tool with your task management app!

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Podio

New Application

Triggers when an action happens inside an app which you choose.

New Action

Triggers when you add a new item, record or entry to an app (standard or custom).

New Item

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

Item Updated

Triggers when you add a new organization.

New Organization

New Workspace

Triggers when there is activity in your stream.

New Activity

New Task

New View

Find Item

Create a new item, record or entry inside an app (standard or custom).

Create Item

Add a status update to a workspace stream.

Create Status

Create Task

Update an item, record or entry inside an app (standard or custom).

Update Item

Add completed CallRail calls as items on Podio

Need your Podio workflow to keep up with all those calls on CallRail? We'll kick things off for each one automatically if you set up this CallRail Podio integration. It'll then watch for new received CallRail calls, creating a new item on Podio according to your specifications every time.

Add Podio items for new calls on CallRail

CallRail already tracks phone calls for your marketing campaigns, but if you also want to track call volume in an easy-to-analyze graph, try connecting it to Cyfe. With Zapier, you can automatically push a value to your Cyfe dashboard each time you receive a new call in CallRail.

Cyfe is an all-in-one business dashboard app that helps you easily monitor all your business data from one place (e.g. social media, analytics, marketing, sales, support, infrastructure, etc).

Cyfe

Pushes new value to Cyfe Push API widget.

Push Value

Track the number of new CallRail phone calls over time in Cyfe

Don't slow down your sales pipeline with manual updates. Activate this CallRail Salesforce integration and the automation will take care of those leads for you. From that point on a new lead will be created on Salesforce for every new call you receive on CallRail, bringing with it all the information you need to land those deals.

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

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

CallRail: App spotlight

How this app helps you understand where your best leads come from

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