CallRail + Fluent Forms Integration

Integrate CallRail to Fluent Forms in one click, or tell Integrately AI how you want each submission handled. Capture contact details, log call metrics, update your records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
  • Fluent Forms
    Form is submitted in Fluent Forms Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for CallRail + Fluent Forms Integration

Capture submissions, organise call responses, keep records updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + Fluent Forms flow

Users often want to sync call data with CRMs, notify teams on messaging apps, and log form responses in spreadsheets. Pick a combination and activate it in one click.

CallRail
Fluent Forms
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WordPressWordPress (6)
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HubSpotHubSpot (6)
+
Google Analytics 4Google Analytics 4 (6)
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SlackSlack (6)
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GmailGmail (6)
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Google SheetsGoogle Sheets (6)
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When a form is submitted in Fluent Forms, create a WordPress post with the submission and CallRail call data
New Fluent Forms submissions instantly generate a WordPress post enriched with CallRail call details without manual copying.
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Notify your team in WordPress when a new CallRail phone call is completed
Completed CallRail phone calls trigger a notification post in WordPress so your editorial team stays informed.
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When a Fluent Forms submission arrives, update the matching WordPress user profile with call data
Fluent Forms submissions update existing WordPress user profiles with CallRail tracking details automatically.
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Create a WordPress draft post for every new lead captured in CallRail and Fluent Forms
New leads from CallRail and Fluent Forms immediately generate draft posts in WordPress for editorial review.
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If a Fluent Forms submission selects VIP tier, create a priority WordPress post and log CallRail details
VIP form submissions trigger a high-priority WordPress post containing complete CallRail tracking data.
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When a CallRail phone call is updated, update the corresponding WordPress post with new notes
CallRail phone call updates instantly revise the matching WordPress post with fresh conversation notes.

Supported triggers and actions for CallRail and Fluent Forms

Mix and match to build the exact automation you need

CallRail
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
Form is captured in CallRail
Triggers the automation when a form is submitted
Try it →
User is created in CallRail
Triggers the automation when a new user is created
Try it →
Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
Try it →
Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it →
Company is created in CallRail
Triggers the automation when a new company is created
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 →
No action is available
Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with CallRail + Fluent Forms?

Streamline your lead capture, call tracking, and data routing workflows in just one click.

What you can automate?
🔄
Sync call data and form submissions instantly
Capture every inbound phone call and form submission the moment it happens. Send data straight to your spreadsheets, CRMs, and team channels without manual copying.
📋
Capture every submitted form field
Map all available Fluent Forms answers and CallRail tracking parameters into separate columns instead of only a name and email. Your database becomes a richer source for review.
🔔
Tell the right person as soon as it happens
Dispatch instant notifications to your sales or support team on Slack or Gmail the second a new phone call or form submission is completed.
🔀
Route records based on submitted criteria
Do something different depending on a field the source submits. Send enterprise inquiries to VIP channels while standard submissions go to regular queues.
🔄
Keep your destination records up to date
Update existing spreadsheets and CRM records automatically whenever call notes are revised or follow-up details change in CallRail.
🛡️
Add or update instead of creating duplicates
Search existing database records before creating new entries, preventing duplicate contacts and clutter in your CRM.
📊
Handle later status changes and conversions
Track deals from initial form submission through completed phone calls and closed sales, updating your attribution records at every stage.
🔌
Extend your workflow to Slack
Connect CallRail and Fluent Forms with Slack to broadcast instant alerts to your team channels the moment a prospect converts.
And much more...

Who is CallRail + Fluent Forms integration for?

Teams managing inbound leads, call tracking data, and website form submissions rely on this integration to eliminate manual entry errors and keep records updated instantly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support teams
Customer support teams
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports form leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new submission lands in the sheet instantly and your data stays current.
Sales representatives
You need to follow up on inbound prospects quickly, but lead details from form submissions and phone calls sit in separate inboxes until someone compiles them manually — automating both apps means every lead reaches your CRM instantly so you can engage prospects while interest is peak.
🤝
Agency account managers
You answer to clients who want to see daily progress and conversion metrics, but compiling call logs and form entries takes hours of tedious manual copying every morning — connecting these apps means client dashboards update automatically and reporting meetings are effortless.
📊
Customer support teams
The volume of inbound form submissions and phone calls is too high for anyone to keep up with by hand, leading to missed inquiries and delayed responses — this integration means every ticket and submission routes to the right channel immediately without manual sorting.
⚙️
Operations coordinators
You own the next operational step after a lead is captured and depend on upstream marketing data to trigger fulfillment or onboarding tasks — automating both apps means handovers happen seamlessly the moment a form is submitted.
🗂️
Compliance officers
You need a reliable audit history of all customer interactions, but manual record-keeping always leaves frustrating gaps between phone calls and form submissions — with this integration, every touchpoint logs accurately into your master database.
Our team

Ready Workflows 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 CallRail + Fluent Forms

Build and manage your CallRail + Fluent Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CallRail + Fluent Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect CallRail to Fluent Forms?
Frequently Asked Questions
You can connect CallRail to Fluent Forms using 1-click automations on Integrately alongside WordPress, HubSpot, Google Analytics 4, Slack, Gmail, and Google Sheets. Set up ready workflows instantly or ask Integrately AI to build custom paths.
Can I automatically sync CallRail call details with Fluent Forms submissions?
Frequently Asked Questions
Can I connect CallRail, Fluent Forms, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Fluent Forms?
Frequently Asked Questions
How does CallRail handle form and call data sync here?
Frequently Asked Questions
Can I customize which Fluent Forms fields are captured?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Fluent Forms?
Frequently Asked Questions
Is the CallRail and Fluent Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect CallRail or Fluent Forms With 1500+ Other Apps

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