Guide

How to automate sending Gmail emails for new outbound calls in CallRail

Learn how to set up a Relay playbook that automatically sends an email whenever there's a new outbound call in CallRail. When you have an outbound call available for review, you'll want to know about it. This integration helps by automatically sending a Gmail email with the details of the call in CallRail. It's never been easier to review outbound calls.
CallRail logoCallRail > Gmail
Trigger
Last triggered
CallRail logoNew outbound call
Gmail logoSend email
1

Add the CallRail "New outbound call" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New outbound call" under CallRail. Then, select the account. This trigger will automatically detect all the new outbound c received in CallRail to send new emails in Gmail.

If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.

2

Add the Gmail "Send email" automation

Integrate the Gmail automation into your playbook to ensure the email notification is promptly sent for every outbound call received in CallRail. Add a new step and select "Send email" from the list of Gmail automations.

Connect Gmail to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from CallRail to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate sending an email in Gmail for every new outbound call received in CallRail. Once turned on, it will respond to new outbound calls received in CallRail by sending a new email in Gmail without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

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