CallRail + Dovetail integrations

Use Relay.app's CallRail integrations to trigger actions across your apps
Use Relay.app's CallRail integrations to trigger actions across your apps
Overview
Connect CallRail to Dovetail in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between CallRail, Dovetail, and many other popular SaaS applications.
Check below for example workflows using CallRail and Dovetail, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Example CallRail + Dovetail workflows

CallRail iconarrow_forwardDovetail icon

Automatically create note in Dovetail for each new inbound call in CallRail

CallRail iconarrow_forwardDovetail icon

Update note automatically in Dovetail for each new outbound call in CallRail

CallRail iconarrow_forwardDovetail icon

Update note automatically in Dovetail for each new inbound call in CallRail

CallRail iconarrow_forwardDovetail icon

Delete note automatically in Dovetail for each new inbound call in CallRail

CallRail iconarrow_forwardDovetail icon

Automatically create insight in Dovetail for each new inbound call in CallRail

CallRail Triggers
Call
CallRail logo
loyalty
New inbound call
CallRail logo
loyalty
New outbound call
Dovetail Actions
Contact
Dovetail logo
add
Create contact
Insight
Dovetail logo
add
Create insight
Dovetail logo
search
Find insight(s)
Dovetail logo
edit
Update insight
Note
Dovetail logo
add
Create note
Dovetail logo
search
Find note(s)
Dovetail logo
edit
Update note
Other
Dovetail logo
delete
Delete insight
Dovetail logo
delete
Delete note
Dovetail Triggers
No Dovetail triggers yet
Request trigger
CallRail Actions
No CallRail actions yet
Request an action

Create your own CallRail + Dovetail integration

Select a trigger in CallRail
Select an action in Dovetail
Create your workflow

Connect CallRail to your other apps

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect CallRail to Dovetail with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in CallRail or Dovetail to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize CallRail and Dovetail to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Zapier alternative for connecting CallRail to Dovetail?

    Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.

    Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.

    For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate CallRail and Dovetail—give it a try and let us know what you think.

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