This automation scenario allows you to connect CallRail and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
CallRail and Google Sheets can also be integrated using automation tools other than zapier:
When this trigger fires in CallRail
Triggers when an inbound phone call is started.
Then this action happens in Google Sheets
Create a new row in a specific spreadsheet.
This guide contains information on how to set up an automatic workflow that allows to Add Google Sheets rows when CallRail phone calls start.
Part I
First, we need to connect CallRail and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect CallRail to Zapier.
Give Zapier access to your CallRail account, using CallRail credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for CallRail
Choose the following trigger: Phone Call Started (Triggers when an inbound phone call is started.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between CallRail and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Google Sheets rows when CallRail phone calls start!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Performs an arbitrary authorized API call.
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Triggers when an inbound phone call is started.
Triggers when a form is captured.
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
Triggers when an SMS message is received.
CallRail is a cloud-based marketing attribution and lead management platform that includes call tracking, lead center, and conversation intelligence, helping businesses track and analyze phone calls and web forms. With over 200,000 customers worldwide, CallRail delivers real-time insights that help businesses market smarter, convert leads to customers, and grow successfully.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.