Zapier

Zapier connects the apps you use so you can automate tasks using your call and form data. Using Zaps, you can create automations using "Triggers" and "Actions". Each time an action occurs in CallRail, you can trigger an outcome, 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.

Wondering if Zapier supports a certain application? Zapier has a directory you can use to look up supported applications.

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:

CallRail's Available Triggers on Zapier.

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. After logging into Zapier, hover your cursor over the left-hand sidebar to open it and click Make a Zap at the top of the sidebar. 

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  2. Name your Zap as you see fit at the top of the page.

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  3. Under When this happens, select CallRail as your triggering app. 

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  4. Select the Trigger that you'd like to track, then click Continue.

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  5. 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 Continue.

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

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  8. Next, you'll set up your action. Under Do this, 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 Continue.

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  10. Select your connected account, then click 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 Test & Continue.

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  13. After the test is successful, click the toggle at the bottom of the screen to turn your Zap on.

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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 Settings icon on the left navigation bar.

  2. Choose the company where you'd like to disable Zapier.

  3. Click Integrations at the top of the page.

  4. Choose My Applications from the Data Access header on the left.

  5. Click on Zapier.

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

FAQs

Is the Zapier integration HIPAA compliant?

CallRail's integration with Zapier currently isn't compliant for healthcare accounts.

I set up the Zapier integration but it doesn't show as active

Don't worry! Your integration is active. Due to the authorization Zapier uses, we can't mark the integration icon as active.

What information can I pull into Zapier from CallRail?

Nearly all fields in the Retrieving a Single Call endpoint in the CallRail API can be selected in Zapier. For example, if you want to pass the call transcription from CallRail, you would choose the conversational_transcript field when configuring your Zap in Zapier.

The sample data isn't matching what I expected

Sample data is what you see when you are setting up your Zaps. Zapier has test and review steps built into the setup process so you can test your workflows. In our Zapier application, our sample data is set up separately from our live data. This means you may not see the same data you're expecting to see in a live Zap.

To see your Zap fire in real-time, you can complete the Zap set up, turn it on, and then place a test call or trigger the appropriate action for the Zap to fire.

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