Connect CallRail and Solve CRM
Integrate CallRail with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when Inbound Call Arrives in CallRail
Create a Contact in Solve CRM when Inbound Call Arrives in CallRail
List Contact in Solve CRM when Inbound Call Arrives in CallRail
List Ownership in Solve-crm when Inbound Call Arrives in CallRail
List Category Tags from Solve CRM when Inbound Call Arrives in CallRail
Popular CallRail + Solve 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when Inbound Call Arrives in CallRail
Use this flowCreate a Contact in Solve CRM when Inbound Call Arrives in CallRail
Use this flowList Contact in Solve CRM when Inbound Call Arrives in CallRail
Use this flowList Ownership in Solve-crm when Inbound Call Arrives in CallRail
Use this flowList Category Tags from Solve CRM when Inbound Call Arrives in CallRail
Use this flowList Fields in Solve-crm when Inbound Call Arrives in CallRail
Use this flowCreate a Company in Solve360 when Text Message Sent via CallRail
Use this flowCreate a Contact in Solve CRM when Text Message Sent via CallRail
Use this flowList Contact in Solve CRM when Text Message Sent via CallRail
Use this flowList Ownership in Solve-crm when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Solve 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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
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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From idea to automation.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Solve 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 Solve 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 Solve CRM. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Solve CRM, and a separate workflow where Solve 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
