Zapier

Zapier connects the apps you use so you can automate tasks and get more out of your data. Using Zaps, you can create automations created using "Triggers" and "Actions." You can automate tasks each time a trigger occurs in CallRail, like creating a lead in your CRM when a call or text occurs or sending an email when a new tracking number is added to your account. These Zaps are available to connect any two Zapier-supported apps to each other.

Use this article to learn how to:

  • Allow Zapier to access your CallRail account
  • Create a Zap
  • Disable a Zap you've created

Getting Started

In order to create a custom integration with CallRail using Zapier, you'll first need an active Zapier account. To learn more about Zapier, use the link below:

Zapier's website

If you created a Zap prior to our updated integration in November 2015, your Zap will be preserved as a legacy integration. Create new Zaps after this date according to this article.

Allow Zapier Access to CallRail

In order to use Zaps for your CallRail data, you'll want to authorize Zapier to access your CallRail account.

  1. Once you're logged into your Zapier account, click Connected Accounts at the top of the page.

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  2. Search and select CallRail from the list of available accounts.

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  3. If you're not logged into your CallRail account, you will be prompted to log in. Otherwise, select Authorize to allow CallRail to send data to your Zapier account.




  4. Add your account name to the newly authorized account.

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Creating a Zap

Once you've authorized Zapier to access your CallRail account, you're able to configure Triggers and Actions to build a custom integration best suited to your needs. The steps outlined below are an example that outlines how to send calls to a Google Spreadsheet.

  1. Once you're logged into Zapier, click Make a Zap! at the top of the page.

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  2. Under Choose a Trigger App, select CallRail.

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  3. Select the Trigger that you'd like to track, then click Save + Continue.

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  4. Choose the CallRail account you'd like to use to gather your data. This is likely the account you authorized in the first set of instructions in this article. Then, click Save + Continue.

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  5. Select the company in your CallRail account whose data you'd like to send to Zapier. You can select multiple companies on this step if you have more than one company in your CallRail account. Click Continue when finished.

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  6. Test your CallRail trigger by clicking Fetch & Continue.

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  7. Click Continue once your test is successful.

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  8. Next, you'll set up your action. Choose the app where you'd like to send your CallRail data. For this example, we'll send calls to Google Sheets.

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  9. Select the action you'd like to take place in the action app. Then, click Save + Continue.

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  10. Select your connected account, then click Save + Continue.

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  11. Find the correct place where you'd like to see your CallRail data. This screen is dependent upon the action and action app you're configuring on your end. Click Continue once your actions have been set up.

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  12. Test your action by clicking Create & Continue.

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  13. Click Continue once your test is successful.

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  14. Name your Zap, and turn the toggle on to activate it.

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Disabling Zapier Integration

The Zapier connection is configured at the user-level within your CallRail account. If a Zapier connection needs to be removed within CallRail, the user that configured the integration should log in to disable it.

  1. Click the account drop-down at the top of the page, then select View Profile.

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  2. Select My Applications from the Manage section in the left menu.

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  3. Select Manage My Applications at the top of the page.

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  4. Click the Revoke Access icon for Zapier to remove the integration.

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  5. Choose Revoke Access to confirm.

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