CallRail + Formidable Forms Integration

Integrate CallRail to Formidable Forms in one click, or tell Integrately AI how you want each form submission handled. Track advertising ROI, sync call data into your WordPress forms, alert your team, 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
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for CallRail + Formidable Forms Integration

Capture call leads, create form entries, sync tracking data, 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 + Formidable Forms flow

Sync your call data and form responses with CRMs, analytics, and messaging tools to keep your marketing stack aligned. Pick a combination and activate it in one click.

CallRail
Formidable Forms
+
WordPressWordPress (8)
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SlackSlack (8)
+
HubSpotHubSpot (8)
+
Google Analytics 4Google Analytics 4 (8)
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GmailGmail (8)
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MailchimpMailchimp (8)
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When a phone call is completed in CallRail, create a form entry in Formidable Forms and publish a post in WordPress.
Every completed CallRail call creates a Formidable Forms entry and publishes a WordPress post, eliminating manual record-keeping.
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When a form is submitted in Formidable Forms, create a lead in CallRail and send an email notification in WordPress.
Formidable Forms submissions instantly create a CallRail lead and trigger a WordPress email notification.
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When a phone call is updated in CallRail, update the form entry in Formidable Forms and publish a WordPress update.
CallRail call updates automatically modify your Formidable Forms entry and publish a WordPress status update.
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When a form is submitted in Formidable Forms, create a call tracker in CallRail and create a task in WordPress.
Formidable Forms entries establish a CallRail tracker and open a follow-up task in WordPress.
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If a Formidable Forms submission indicates enterprise tier, create a CallRail record and publish an enterprise page in WordPress.
High-value Formidable Forms submissions generate a CallRail record and publish targeted enterprise content in WordPress.
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When an outbound call is completed in CallRail, update the Formidable Forms entry and archive the WordPress post.
Completed outbound CallRail calls update your Formidable Forms entry status and archive the WordPress record.
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Use ChatGPT to analyse every new Formidable Forms submission, create a CallRail record, and draft a WordPress post.
ChatGPT analyses Formidable Forms submissions before generating a CallRail tracking record and drafting a WordPress post.
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When a phone call is completed in CallRail, create a Formidable Forms entry, publish a WordPress post, and notify your team in Slack.
Completed CallRail phone calls create Formidable Forms entries, publish WordPress posts, and alert your team in Slack.

Supported triggers and actions for CallRail and Formidable 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
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it →
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it →
No action is available

What can you automate with CallRail + Formidable Forms?

Streamline your lead capture, tracking attribution, and record management with powerful automated workflows.

What you can automate?
📞
Capture every inbound call and form submission automatically
Turn completed phone calls in CallRail into form records and connect every WordPress submission to your tracking tools instantly, eliminating manual copy-pasting across your workflow.
📝
Map all submitted form fields into your records
Capture custom questions, survey answers, and catalog selections from Formidable Forms alongside your CallRail session data, ensuring no detail is left behind.
🔔
Notify your team the moment a lead arrives
Send instant notifications to your sales or support team via Slack or email whenever a new form is submitted or a phone call is completed.
🔀
Route leads based on submitted form criteria
Examine form submission answers and call sources to route high-value prospects to senior reps while standard inquiries go to general queues.
🔄
Keep your records updated across platforms
Automatically update existing contact records and tracking sessions whenever a user updates their form details or completes a follow-up call.
🛡️
Prevent duplicates with smart upserts
Match incoming calls and form submissions against existing records to update active profiles instead of creating redundant entries.
⏱️
Manage status updates and completed milestones
Trigger automated follow-ups and update tracking statuses when a phone call concludes or a form submission is processed.
🌐
Extend your workflow to CRMs and marketing tools
Connect your core automation to HubSpot, Mailchimp, or Gmail to sync leads, trigger email sequences, and update your entire tech stack.
And much more...

Who is CallRail + Formidable Forms integration for?

Marketing teams, WordPress administrators, and sales professionals use this integration to connect phone tracking with form submissions and eliminate manual data entry.

Marketing analysts and directors
Marketing analysts and directors
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Intake coordinators
Intake coordinators
Operations managers
Operations managers
📈
Marketing analysts and directors
You're tracking advertising ROI across campaigns but your form submissions and call reports only align when someone manually exports data, so the conversion numbers you're reviewing are always a few hours behind — with this integration, every phone call and form submission syncs instantly and your analytics stay current.
Sales development reps
You rely on inbound phone calls and form leads to reach out to prospective buyers, but delays in discovering new leads mean prospects often hear from competitors first — with this integration, every new submission and completed call triggers instant alerts so you can engage leads immediately.
🤝
Agency account managers
You manage client campaigns and need to present accurate lead generation reports, but compiling call logs and WordPress form entries takes hours of manual formatting every week — with this integration, every inbound interaction is captured automatically and your reporting is always ready.
📊
Customer support leads
Your WordPress site receives high volumes of form submissions alongside daily customer service calls, making manual logging impossible to maintain without missing key details — with this integration, every form submission and call record is processed without manual intervention.
🎯
Intake coordinators
You depend on marketing forms and incoming calls to gather client requirements before scheduling follow-ups, but disconnected systems lead to missed handoffs and lost prospect details — with this integration, every submission and call flows smoothly into your workflow.
🗂️
Operations managers
You maintain customer records across your WordPress site and tracking tools, but manual data entry inevitably creates mismatched entries and incomplete interaction histories — with this integration, every touchpoint from CallRail and Formidable Forms forms a complete, uncompromised audit trail.
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 + Formidable Forms

Build and manage your CallRail + Formidable 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 + Formidable 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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😍
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in $19.99

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Frequently Asked Questions

How do I connect CallRail to Formidable Forms?
Frequently Asked Questions
You can easily connect CallRail to Formidable Forms using 1-click setup or Integrately AI. Start with ready workflows, connect your accounts, and sync data across WordPress, Slack, HubSpot, and 1,500+ other apps.
Can I automatically sync phone call records with new form submissions?
Frequently Asked Questions
Can I connect CallRail, Formidable Forms, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Formidable Forms?
Frequently Asked Questions
How does CallRail handle phone call data in these automations?
Frequently Asked Questions
How does Formidable Forms manage submissions in this integration?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Formidable Forms?
Frequently Asked Questions
Is the CallRail and Formidable Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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