Connect CallRail and Ploomes
Integrate CallRail with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Custom Field in Ploomes when Inbound Call Arrives in CallRail
Update contact in Ploomes when Inbound Call Arrives in CallRail
Find contact in Ploomes when Inbound Call Arrives in CallRail
Create Deal in Ploomes when Inbound Call Arrives in CallRail
Update Deal in Ploomes when Inbound Call Arrives in CallRail
Popular CallRail + Ploomes 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
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Create Custom Field in Ploomes when Inbound Call Arrives in CallRail
Use this flowUpdate contact in Ploomes when Inbound Call Arrives in CallRail
Use this flowFind contact in Ploomes when Inbound Call Arrives in CallRail
Use this flowCreate Deal in Ploomes when Inbound Call Arrives in CallRail
Use this flowUpdate Deal in Ploomes when Inbound Call Arrives in CallRail
Use this flowFind Deals in Ploomes when Inbound Call Arrives in CallRail
Use this flowCreate document in Ploomes when Inbound Call Arrives in CallRail
Use this flowUpdate document in Ploomes when Inbound Call Arrives in CallRail
Use this flowGet document by ID from Ploomes by ID when Inbound Call Arrives in CallRail
Use this flowList All Documents from Ploomes when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Ploomes.
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 Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Ploomes 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 Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Ploomes, and a separate workflow where Ploomes 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 Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
