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CallRail
Call Tracking

CallRail AI-Powered CRM Integration

Connect CallRail to Callably's AI-powered CRM. Every call is transcribed, scored, and turned into a managed lead with appointments, drip sequences, and team analytics built in.

Connect CallRail Now See Setup Steps
About

CallRail

CallRail is a call tracking and analytics platform that helps marketing teams and agencies track which campaigns drive phone calls, form submissions, and text messages.

Key Features

  • Call Tracking
  • Form Tracking
  • Conversation Intelligence
  • Lead Center
  • Call Recording
  • Multi-Touch Attribution
  • Keyword Tracking
AI-Powered CRM

What Callably Does With Your CallRail Data

When you connect CallRail to Callably, AI processes every interaction and manages your leads:

  • AI transcription and summarization of every call
  • Automatic lead creation and scoring (Hot, Warm, Cold, New)
  • Contact extraction: names, emails, and company info
  • Appointment scheduling from AI-detected intent
  • Drip sequence enrollment for automated follow-ups
  • Team member tracking and performance analytics
  • Real-time alerts for hot leads and score changes
  • Daily briefings and monthly business reports
  • CRM webhook forwarding with full enriched data
Step-by-Step Setup

How to Connect CallRail to Callably

Follow these steps to get CallRail syncing with Callably's AI CRM — takes under 10 minutes.

1

Create your free Callably account

Sign up at callably.co — no credit card required to start your trial.

2

Select your phone provider

In Callably, go to Settings → Phone Provider and choose your provider from the list, or use the generic webhook option.

3

Connect via webhook

Copy your Callably webhook endpoint from Settings and add it to your phone provider's webhook or integration settings. Enable call and SMS event types.

4

Configure your CRM destination

Optionally add a CRM webhook URL in Callably Settings. Callably manages your leads internally and can also forward AI-enriched data to any CRM automatically.

5

Make a test call

Place a test call on your phone number. It will appear in Callably's dashboard with AI transcription, lead scoring, and contact details extracted automatically.

Connect CallRail — Start Free
CRM Options

Connect CallRail to These CRMs

Choose your CRM below to see the specific integration details.

Work Management

CallRail + Podio

Sync CallRail calls and SMS to Podio automatically.

Enterprise CRM

CallRail + Salesforce

Sync CallRail calls and SMS to Salesforce automatically.

All-in-One CRM

CallRail + HubSpot

Sync CallRail calls and SMS to HubSpot automatically.

CRM

CallRail + Zoho CRM

Sync CallRail calls and SMS to Zoho CRM automatically.

Sales CRM

CallRail + Pipedrive

Sync CallRail calls and SMS to Pipedrive automatically.

Work Management CRM

CallRail + Monday.com CRM

Sync CallRail calls and SMS to Monday.com CRM automatically.

Sales CRM

CallRail + Freshsales

Sync CallRail calls and SMS to Freshsales automatically.

CRM

CallRail + Copper

Sync CallRail calls and SMS to Copper automatically.

CRM

CallRail + Insightly

Sync CallRail calls and SMS to Insightly automatically.

Sales CRM

CallRail + Nutshell

Sync CallRail calls and SMS to Nutshell automatically.

Inside Sales CRM

CallRail + Close

Sync CallRail calls and SMS to Close automatically.

Small Business CRM

CallRail + Keap

Sync CallRail calls and SMS to Keap automatically.

Marketing Automation CRM

CallRail + ActiveCampaign

Sync CallRail calls and SMS to ActiveCampaign automatically.

All-in-One CRM

CallRail + Bitrix24

Sync CallRail calls and SMS to Bitrix24 automatically.

Enterprise CRM

CallRail + SugarCRM

Sync CallRail calls and SMS to SugarCRM automatically.

Enterprise CRM

CallRail + Microsoft Dynamics 365

Sync CallRail calls and SMS to Microsoft Dynamics 365 automatically.

Sales CRM

CallRail + Zendesk Sell

Sync CallRail calls and SMS to Zendesk Sell automatically.

All-in-One CRM

CallRail + Agile CRM

Sync CallRail calls and SMS to Agile CRM automatically.

Simple CRM

CallRail + Capsule CRM

Sync CallRail calls and SMS to Capsule CRM automatically.

Simple CRM

CallRail + Less Annoying CRM

Sync CallRail calls and SMS to Less Annoying CRM automatically.

Social CRM

CallRail + Nimble

Sync CallRail calls and SMS to Nimble automatically.

Gmail CRM

CallRail + Streak

Sync CallRail calls and SMS to Streak automatically.

Real Estate CRM

CallRail + Follow Up Boss

Sync CallRail calls and SMS to Follow Up Boss automatically.

Real Estate CRM

CallRail + LionDesk

Sync CallRail calls and SMS to LionDesk automatically.

Real Estate Platform

CallRail + kvCORE

Sync CallRail calls and SMS to kvCORE automatically.

Real Estate CRM

CallRail + Propertybase

Sync CallRail calls and SMS to Propertybase automatically.

Real Estate CRM

CallRail + Real Geeks

Sync CallRail calls and SMS to Real Geeks automatically.

Real Estate CRM

CallRail + Wise Agent

Sync CallRail calls and SMS to Wise Agent automatically.

Real Estate Platform

CallRail + BoomTown

Sync CallRail calls and SMS to BoomTown automatically.

Real Estate CRM

CallRail + Sierra Interactive

Sync CallRail calls and SMS to Sierra Interactive automatically.

Financial CRM

CallRail + Redtail CRM

Sync CallRail calls and SMS to Redtail CRM automatically.

Financial CRM

CallRail + Wealthbox

Sync CallRail calls and SMS to Wealthbox automatically.

Field Service CRM

CallRail + ServiceTitan

Sync CallRail calls and SMS to ServiceTitan automatically.

Field Service CRM

CallRail + Jobber

Sync CallRail calls and SMS to Jobber automatically.

Field Service CRM

CallRail + Housecall Pro

Sync CallRail calls and SMS to Housecall Pro automatically.

Automation Platform

CallRail + Zapier

Sync CallRail calls and SMS to Zapier automatically.

Automation Platform

CallRail + Make / n8n

Sync CallRail calls and SMS to Make / n8n automatically.

Frequently Asked Questions

How does the CallRail integration work?
Callably connects to your CallRail account to receive call and SMS events in real-time. Each event is processed, enriched with AI transcription and summaries, and forwarded to your CRM via webhook. Everything happens automatically.
Does Callably support CallRail call recordings?
Yes. Callably automatically downloads, compresses, and stores your CallRail call recordings. Each recording is then transcribed using AI, and both the recording URL and transcription are sent to your CRM.
Can I use CallRail with multiple CRMs?
Callably forwards your CallRail data to your configured CRM webhook endpoint. You can change your CRM destination at any time through your Callably settings.
Is CallRail data processed in real-time?
Yes. Callably processes CallRail events as they happen using webhooks for inbound events. Your CRM receives the data within seconds of a call or SMS occurring.
How much does the CallRail integration cost?
Callably offers a free trial to test the integration. After the trial, affordable plans are available based on your usage. The CallRail integration is included in all plans at no extra cost.

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