Integrate Conversion Chats with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template Message via Conversion Chats when Inbound Call Arrives in CallRail
Create Contacts in Conversion Chats when Inbound Call Arrives in CallRail
Update Contacts in Conversion Chats when Inbound Call Arrives in CallRail
Send Template Message via Conversion Chats when Text Message Sent via CallRail
Create Contacts in Conversion Chats when Text Message Sent via CallRail
Start from a real workflow other teams are already running.
Conversion Chats
When this happens...
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Template Message via Conversion Chats when Inbound Call Arrives in CallRail
Use this flowCreate Contacts in Conversion Chats when Inbound Call Arrives in CallRail
Use this flowUpdate Contacts in Conversion Chats when Inbound Call Arrives in CallRail
Use this flowSend Template Message via Conversion Chats when Text Message Sent via CallRail
Use this flowCreate Contacts in Conversion Chats when Text Message Sent via CallRail
Use this flowUpdate Contacts in Conversion Chats when Text Message Sent via CallRail
Use this flowSend Template Message via Conversion Chats when Outbound Call Ends in CallRail
Use this flowCreate Contacts in Conversion Chats when Outbound Call Ends in CallRail
Use this flowUpdate Contacts in Conversion Chats when Outbound Call Ends in CallRail
Use this flowSend Template Message via Conversion Chats when Call Routing Completes in CallRail
Use this flowEverything you can automate between Conversion Chats and CallRail.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when inbound call arrives
Runs when text message is sent
Runs when outbound call ends.
Runs when Call Routing Completes
Runs when call is modified
Runs when text message is received.
Action is the task that follows automatically within your Conversion Chats integrations.
Sends WhatsApp message using template.
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
Sends a text message to a customer's phone number.
Make an outbound call from your business number to a customer.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Learn moreCallRail 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 moreSign up for a free viaSocket account, then authorize both your Conversion Chats and CallRail 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 Conversion Chats and CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where Conversion Chats triggers actions in CallRail, and a separate workflow where CallRail triggers actions in Conversion Chats. 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 Conversion Chats and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Conversion Chats and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.