Cognito Forms + CallRail Integration
Integrate CallRail to Cognito Forms in one click, or tell Integrately AI how you want each submission handled. Capture call details, create form entries, update your CRM, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Entry is created in Cognito Forms Instant- Entry is updated in Cognito Forms Instant
Phone call is completed in CallRail Instant- Phone call is updated in CallRail Instant
- Phone call is started in CallRail Instant
- Outbound call is completed in CallRail Instant
- Form is captured in CallRail Instant
- User is created in CallRail
- SMS is sent in CallRail Instant
- SMS is received in CallRail Instant
- Company is created in CallRail
- Session tracker is created in CallRail
- Source tracker is created in CallRail
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Trusted by experts at...
Ready Workflows for Cognito Forms + CallRail Integration
Capture call data, create form entries, organise submissions, update records, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your CallRail + Cognito Forms flow
Send your call-generated form entries straight to your CRM, notify your support team, and log data across your spreadsheets. Pick a combination and activate it in one click.
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Hubspot (6)
Hubspot (6) +
Salesforce (5)
Salesforce (5) +
Mailchimp (5)
Mailchimp (5) +
Slack (5)
Slack (5) +
Google Sheets (5)
Google Sheets (5) +
Zapier (5)
Zapier (5) C
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When a phone call is completed in CallRail, create a Cognito Forms entry and add a contact in HubSpot.
Every completed CallRail phone call generates a Cognito Forms entry and creates a new contact in HubSpot instantly.
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When a CallRail form is captured, create a Cognito Forms submission and notify the sales team in HubSpot.
CallRail form captures instantly create Cognito Forms entries and alert your team inside HubSpot.
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When an outbound call is completed in CallRail, update your Cognito Forms records and log the deal stage in HubSpot.
Completed outbound calls update Cognito Forms entries and advance HubSpot deals automatically.
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If an SMS is received in CallRail, create a Cognito Forms entry and update the contact record in HubSpot.
Incoming text messages trigger Cognito Forms entries and update HubSpot contact records instantly.
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Use Claude to summarise CallRail call notes, create a Cognito Forms entry, and update the deal in HubSpot.
Claude summarises call notes before creating a Cognito Forms entry and updating your HubSpot deal.
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When a company is created in CallRail, generate a Cognito Forms profile and create a company record in HubSpot.
New CallRail companies trigger Cognito Forms entries and populate HubSpot company records.
Supported triggers and actions for Cognito Forms and CallRail
Mix and match to build the exact automation you need
Cognito Forms Triggers & Actions
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
Try it → Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
Try it → Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
Try it → Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
Try it → Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it → Session tracker is created in CallRail
Triggers the automation when a session tracker is created
Try it → Source tracker is created in CallRail
Triggers the automation when a source tracker is created
Try it → What can you automate with CallRail + Cognito Forms?
Connect your call tracking data with custom web submissions to streamline lead capture, client routing, and data management.
🔄
Sync Call Tracking Data With Form Submissions
Automatically connect completed phone calls in CallRail with new form entries in Cognito Forms. Eliminate manual data entry and keep your lead records completely synchronized.
📝
Capture Every Submitted Field In Detail
Map all available CallRail and Cognito Forms fields into your downstream tools instead of just names and emails. Your records become significantly more useful for review and follow-up.
🔔
Notify The Right Team Member Instantly
Send instant alerts to your sales or support channels the moment a call is completed or a form entry is created. Ensure prompt follow-up without checking dashboards manually.
🔀
Route Leads Based On Submitted Criteria
Evaluate incoming form fields or call tags to trigger different downstream actions. Direct high-value submissions to priority queues and standard enquiries to general lists.
📊
Keep Destination Records Fully Up To Date
Automatically update existing CRM contacts or spreadsheet rows whenever a call is updated or a form entry is modified. Prevent outdated customer information from causing confusion.
🔍
Prevent Duplicate Records Automatically
Search for existing contacts before creating new entries in your destination systems. Keep your database clean by updating current profiles instead of generating duplicates.
📋
Handle Later Status Changes And Follow-Ups
Trigger automated workflows when call statuses change, deals advance, or submissions are reviewed. Keep your pipelines moving smoothly through every stage of work.
🚀
Extend Your Flow To Slack Or CRMs
Connect your core CallRail and Cognito Forms workflow to tools like Slack, HubSpot, or Google Sheets to build multi-step operational pipelines effortlessly.
And much more...
Who is CallRail + Cognito Forms integration for?
Performance marketers and operations teams managing inbound calls and custom web forms need reliable data syncing between CallRail and Cognito Forms to eliminate manual copy-pasting.
Performance marketers
Sales development reps
Agency account managers
Customer support leads
Operations coordinators
Data analysts
📈
Performance marketers
You're tracking inbound phone calls in CallRail to measure advertising ROI, but your form entries in Cognito Forms are never linked to the call source data, so your conversion reporting is always incomplete — automating both apps means every call and submission connect instantly and your marketing attribution stays accurate.
⚡
Sales development reps
You need to follow up on high-value phone enquiries the moment they happen, but finding form submissions buried in separate tools delays your outreach by hours — with this integration, every new submission triggers an immediate alert and your outreach happens faster.
🤝
Agency account managers
You report on campaign lead generation and call volume to client stakeholders every week, but manually compiling data from CallRail and Cognito Forms takes hours of tedious formatting — automating both apps means your client dashboards update continuously and your reporting meetings run smoothly.
🎧
Customer support leads
The volume of inbound support calls and web submissions is too high for your team to log manually without missing crucial customer details — connecting these apps means every interaction creates structured records automatically and your support queue stays organized.
📋
Operations coordinators
You own the downstream task assignment process and depend on your marketing team to hand over accurate call data from CallRail and Cognito Forms — this integration means every record is populated instantly and your team receives clean data without manual intervention.
🗂️
Data analysts
You need a reliable historical record of all marketing touchpoints, but manual exports leave frustrating gaps between your call tracking logs and form submissions — automating both apps means your historical database remains complete and audit-ready at all times.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Cognito Forms + CallRail
Build and manage your Cognito Forms + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cognito Forms + CallRail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Cognito Forms + CallRail Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect CallRail to Cognito Forms?
You can connect CallRail to Cognito Forms in 1 click using ready templates on Integrately, or ask Integrately AI to build custom workflows linking CallRail and Cognito Forms with HubSpot, Slack, and 1,500+ other apps.
Can I automatically create a Cognito Forms entry when a phone call is completed in CallRail?
Can I connect CallRail, Cognito Forms, and HubSpot?
What is a good Zapier alternative for CallRail and Cognito Forms?
How does CallRail data transfer into Cognito Forms entries?
Can I update existing Cognito Forms entries from CallRail events?
Do I need coding skills to automate CallRail and Cognito Forms?
Is the CallRail and Cognito Forms integration free?
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