Connect CallRail and relate to Build Intelligent Automations

Choose a Trigger

CallRail

When this happens...

Choose an Action

relate

Automatically do this!

Enable Integrations or automations with these events of CallRail and relate

Enable Integrations or automations with these events of CallRail and relate

Triggers

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Text Message Sent

Text Message Sent

Runs when text message is sent

Outbound Call Ends

Outbound Call Ends

Runs when outbound call ends.

Call Routing Completes

Call Routing Completes

Runs when Call Routing Completes

Call Modified

Call Modified

Runs when call is modified

Text Message Received

Text Message Received

Runs when text message is received.

Actions

Send Text Message

Send Text Message

Sends a text message to a customer's phone number.

Create Outbound Call

Create Outbound Call

Make an outbound call from your business number to a customer.

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Frequently Asked Questions

How do I start an integration between CallRail and relate?

To start, connect both your CallRail and relate accounts to viaSocket. Once connected, you can set up a workflow where an event in CallRail triggers actions in relate (or vice versa).

Can we customize how data from CallRail is recorded in relate?

Absolutely. You can customize how CallRail data is recorded in relate. This includes choosing which data fields go into which fields of relate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallRail and relate?

The data sync between CallRail and relate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallRail to relate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallRail and relate?

Yes, you can set conditional logic to control the flow of data between CallRail and relate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CallRail

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.

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relate

About relate

Relate is a simple collaborative sales and CRM software.

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