Send CallRail Form Submissions to Google Sheets

Save every new CallRail form submission to a selected Google Sheet as a new row for easy tracking and reporting.

Apps used

Created by Abhishek Jaiswal

Installed by 1 users

When
Default app icon
CallRail
Manual Trigger
Do
Workflow step icon
Add Row To Sheet

Send CallRail Form Submissions to Google Sheets

Send CallRail Form Submissions to Google Sheets

Introduction

Keep all your inbound leads tidy and searchable by saving CallRail form submissions straight into Google Sheets. βœ…

Trigger Event

When a new form is submitted in CallRail, the webhook fires instantly.

Actions

  • The submission details arrive with fields like campaign, source, message, email, name, and a unique form ID.
  • The workflow adds a new row to your chosen Google Sheet (Sheet1 in the example), placing each value in the matching columns.
  • The sheet grows with every submission, giving you a live, centralized list of leads you can share or analyze.

Benefits

  • One source of truth for all form leads
  • No manual copy-paste; save hours each week
  • Faster follow-ups with structured contact details
  • Easy filtering and reporting in Google Sheets

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.