An automated workflow using integromat
Connects CallRail + Google Sheets
Send new CallRail call data to Google Sheets
About this workflow template
This automation scenario allows you to connect CallRail and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 integromat:
Diagram
How it works?
When this trigger fires in CallRail
Watch Pre-Call in CallRail
Triggers when an inbound phone call is received by CallRail.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new CallRail call data to Google Sheets.
Part I
Configure Applications
First, we need to connect CallRail and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect CallRail to Make.com.
Give Make.com access to your CallRail account, using CallRail credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for CallRail
Choose the following trigger: Watch Pre-Call (Triggers when an inbound phone call is received by CallRail.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
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 Send new CallRail call data to Google Sheets!
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Make an api call
Performs an arbitrary authorized API call.
actionbyintegromatPhone call completed
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.
triggerbyzapierPhone call started
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Triggers when a form is captured.
triggerbyzapierautomateioPhone call tagged
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triggerbyzapierSms received
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Apps you need
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.
Google Sheets
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
