CallRail
Salesforce

CallRail and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
4automatiomation platforms supported
CallRail Actions
47CallRail Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

How to connect CallRail and Salesforce

CallRail and Salesforce integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 1 more. With the combination of 50 CallRail triggers and 138 Salesforce actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for CallRail and Salesforce Integration

When used together, CallRail and Salesforce form a powerful toolset for automating routine tasks. Explore several workflows that are covered by their integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by CallRail and Salesforce

You can automate tasks between CallRail and Salesforce with ease, even without any coding experience. These no-code workflow automation platforms enable businesses to streamline their workflows in a simplified manner. Discover the best fit for your business by checking out this list.

  • Make.com. 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.
  • Zapier. 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.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

CallRail and Salesforce Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating CallRail and Salesforce can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

For those seeking pricing information on automation services that support CallRail and Salesforce integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by CallRail and Salesforce

Integrating CallRail and Salesforce involves identifying an automation that aligns with your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting CallRail and Salesforce.

CallRail

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup CallRail and Salesforce integration

  • Step 1: Use a Workflow Automation Service that is compatible with both CallRail and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both CallRail and Salesforce on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for CallRail that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Salesforce. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between CallRail and Salesforce and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

CallRail and Salesforce integration Diagram

CallRail and Salesforce Integration
CallRail + Salesforce Integration schema

Frequently Asked Questions

Does CallRail integrate with Salesforce?

You can connect CallRail and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect or Integrately to link CallRail and Salesforce.

Can you Integrate CallRail and Salesforce for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect CallRail to Salesforce for free, albeit with some limitations.

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