Connect CallRail and CallTrackingMetrics
Integrate CallRail with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact List in CallTrackingMetrics when Inbound Call Arrives in CallRail
Send SMS via CallTrackingMetrics when Inbound Call Arrives in CallRail
List Tracking Numbers from CallTrackingMetrics when Inbound Call Arrives in CallRail
Create Contact List in CallTrackingMetrics when Text Message Sent via CallRail
Send SMS via CallTrackingMetrics when Text Message Sent via CallRail
Popular CallRail + CallTrackingMetrics 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
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Create Contact List in CallTrackingMetrics when Inbound Call Arrives in CallRail
Use this flowSend SMS via CallTrackingMetrics when Inbound Call Arrives in CallRail
Use this flowList Tracking Numbers from CallTrackingMetrics when Inbound Call Arrives in CallRail
Use this flowCreate Contact List in CallTrackingMetrics when Text Message Sent via CallRail
Use this flowSend SMS via CallTrackingMetrics when Text Message Sent via CallRail
Use this flowList Tracking Numbers from CallTrackingMetrics when Text Message Sent via CallRail
Use this flowCreate Contact List in CallTrackingMetrics when Outbound Call Ends in CallRail
Use this flowSend SMS via CallTrackingMetrics when Outbound Call Ends in CallRail
Use this flowList Tracking Numbers from CallTrackingMetrics when Outbound Call Ends in CallRail
Use this flowCreate Contact List in CallTrackingMetrics when Call Routing Completes in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and CallTrackingMetrics.
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 Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics 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 CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
