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CallRail + Pipedrive Integrations

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Connect CallRail to Pipedrive
Example workflows
Inspirational workflows
Triggers and actions
CallRail + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

CallRail + Pipedrive integrations

Use Relay.app's CallRail integrations to trigger actions across your apps

Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's CallRail integrations to trigger actions across your apps

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Overview

Connect CallRail to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between CallRail, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using CallRail and Pipedrive, 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.

See all of Relay.app's features

Example CallRail + Pipedrive workflows

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Automatically track CallRail inbound calls as Pipedrive activities

Learn how to set up a Relay playbook that automatically adds activities in Pipedrive for every new inbound call registered in CallRail. By integrating these two platforms, you'll ensure prompt follow-up and efficient lead management. This integration ensures prompt follow-up and efficient lead manag

Try it

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Add new outbound CallRail calls as new leads in Pipedrive

Learn how to set up a Relay playbook that automatically adds leads in Pipedrive for every new outbound call made in CallRail. This integration ensures efficient lead tracking and follow-up, enhancing your workflow without manual effort. By following these steps, you'll streamline your lead managemen

Try it

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Automatically add activity to deal in Pipedrive for each new inbound call in CallRail

Try it

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Add activity to lead automatically in Pipedrive for each new outbound call in CallRail

Try it

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Add activity to lead automatically in Pipedrive for each new inbound call in CallRail

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

CallRail Triggers

Call

loyalty

New inbound call

loyalty

New outbound call

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own CallRail + Pipedrive integration

Select a trigger in CallRail

Select an action in Pipedrive

Create your workflow

Connect CallRail to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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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 Pipedrive with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in CallRail or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize CallRail and Pipedrive 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 Pipedrive?
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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 Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.