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How to connect CallRail + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between CallRail and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect CallRail and Salesforce CRM accounts

2

Integrate

Customize your CallRail to Salesforce CRM integration

3

Launch

Run automation CallRail + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of CallRail to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates CallRail and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case

CallRail + Salesforce CRM integration ideas

Support or submit CallRail and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Сreate a ClickUp task from Salesforce
Upvote: 2

Explore CallRail and Salesforce CRM integration features

You can easy create integration for CallRail and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Form Submitted in CallRail

Event triggers when Form is submitted in CallRail account

Try trigger Trigger
Post Call in CallRail

Event triggers when Call is finished in CallRail account

Try trigger Trigger
Call Answered in CallRail

Event triggers when Call is answered in CallRail account

Try trigger Trigger
Pre Call in CallRail

Event triggers when Call is started in CallRail account

Try trigger Trigger
Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect CallRail and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for CallRail and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect CallRail and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for CallRail to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect CallRail and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in CallRail or when data changed in Salesforce CRM to perform action in CallRail. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like CallRail and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect CallRail and Salesforce CRM with 300+ services like: