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CallRail + Salesforce Integrations

Connect for free

CallRail + Salesforce Integrations

Add any CallRail action to your workflow.

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

Overview

Connect CallRail to Salesforce in just a few clicks, for free, with Relay.app.

Check below for the triggers and actions Relay.app supports, as well as example workflows using CallRail and Salesforce. Relay.app provides seamless integration between CallRail, Salesforce, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.

Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

See all of Relay.app's features

Example CallRail + Salesforce workflows

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Automatically create record in Salesforce for each new inbound call in CallRail

Try it

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Update record automatically in Salesforce for each new outbound call in CallRail

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Update record automatically in Salesforce for each new inbound call in CallRail

Try it

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Attach file to record automatically in Salesforce for each new inbound call in CallRail

Try it

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Automatically find record(s) in Salesforce for each new inbound call in CallRail

Try it

CallRail Triggers

Call

loyalty

New inbound call

loyalty

New outbound call

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

CallRail Actions

No CallRail actions yet

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Create your own CallRail + Salesforce integration

Select a trigger in CallRail

Select an action in Salesforce

Create your workflow

Or connect Salesforce to your other apps

See why people love Relay.app

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@marcoETmx

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Automated our waitlist collection and replying process.
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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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Notion Coach

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Co-Founder at Elementary

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Client onboarding workflow screenshot in Relay.app

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Small Business

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Small Business

Easy to use automation tool with a great team and product support

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Customer support is top notch

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