Connect WPForms and CallRail to Build Intelligent Automations

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WPForms

When this happens...

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CallRail

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Ready to use WPForms and CallRail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Entry

New Form Entry

Triggers on a new form entry.

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

Do thisActions

Action is the task that follows automatically within your WPForms integrations.

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 WPForms and CallRail?

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

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

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

How often does the data sync between WPForms and CallRail?

The data sync between WPForms and CallRail 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 WPForms to CallRail?

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 WPForms and CallRail?

Yes, you can set conditional logic to control the flow of data between WPForms and CallRail. 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.

WPForms

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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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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