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Salesforce + CallRail Integrations

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Connect Salesforce to CallRail
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
CallRail + your other apps
FAQ

Salesforce + CallRail integrations

CallRail > Salesforce

Trigger

Last triggered

New inbound call

Create record

Overview

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

Check below for example workflows using Salesforce and CallRail, 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

Screenshots of Salesforce and CallRail integrations in Relay.app

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

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

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

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

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

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

Example Salesforce + CallRail workflows

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

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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

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

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

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

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

Request an action

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

Create your own CallRail + Salesforce integration

Select a trigger in CallRail

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect CallRail to your other apps

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 Salesforce to CallRail with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or CallRail to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and CallRail 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 Make.com alternative for connecting Salesforce to CallRail?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to CallRail that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and CallRail—give it a try and let us know what you think.

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via email

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

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