Connect CallRail and ATZ CRM
Integrate CallRail with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in ATZ CRM when Inbound Call Arrives in CallRail
Update Contact in ATZ CRM when Inbound Call Arrives in CallRail
Create Organization in ATZ CRM when Inbound Call Arrives in CallRail
Create job opening in ATZ CRM when Inbound Call Arrives in CallRail
Update Organization in ATZ CRM when Inbound Call Arrives in CallRail
Popular CallRail + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Contact in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowUpdate Contact in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowCreate Organization in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowCreate job opening in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowUpdate Organization in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowUpdate Job in ATZ CRM when Inbound Call Arrives in CallRail
Use this flowCreate Contact in ATZ CRM when Text Message Sent via CallRail
Use this flowUpdate Contact in ATZ CRM when Text Message Sent via CallRail
Use this flowCreate Organization in ATZ CRM when Text Message Sent via CallRail
Use this flowUpdate Deal in ATZ CRM when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update candidate
Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
Update Contact
Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and ATZ CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallRail and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in CallRail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallRail and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
