How to automatically track CallRail inbound calls as Pipedrive activities is an automation tool that lets you automate actions across Pipedrive, CallRail, and many other apps. In this guide, we'll show you how to automatically add activity to person in Pipedrive for each new inbound call in CallRail using
CallRail logoCallRail > Pipedrive
Last triggered
CallRail logoNew inbound call
Pipedrive logoAdd activity to person

Add the CallRail "New inbound 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 inbound call" under CallRail. Then, select the account you wish to monitor. This trigger will automatically detect all the new inbound calls in CallRail to create a new activity in Pipedrive.

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


Add the Pipedrive "Add activity" automation

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of new activity in Pipedrive for every new inbound call in CallRail. Add a new step and select "Add activity" from the list of Pipedrive automations.

Connect Pipedrive 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.


Turn on the playbook

Activating your playbook is the final step to automate the creation of new activity in Pipedrive for every new inbound call in CallRail. Once turned on, it will respond to a new inbound call in CallRail by creating a new activity in Pipedrive 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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