Freshworks CRM (Freshsales Suite) + CallRail Integration

Integrate CallRail to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each call handled. Track inbound leads, create and update contacts, log conversation details, and trigger instant follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for CallRail + Freshworks CRM (Freshsales Suite) Integration

Capture call details, create contacts, update deals, log activities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - Freshworks CRM (Freshsales Suite) integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
CallRail + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Freshworks CRM (Freshsales Suite) integration, anytime a new CallRail contact is created, an Freshworks CRM (Freshsales Suite) contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
CallRail + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new CallRail form

Integrating your Freshworks CRM (Freshsales Suite) with your CallRail, can help you automatically create new deals based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This CallRail - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Activate
CallRail + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal from new CallRail contact

Anytime a new contact is created in your CallRail, a new deal will automatically be created in your Freshworks CRM (Freshsales Suite). This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This CallRail - Freshworks CRM (Freshsales Suite) integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Activate
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Connect more apps to your CallRail + Freshworks CRM (Freshsales Suite) flow

Extend your workflow by connecting marketing campaigns, messaging channels, spreadsheets, and scheduling tools to your core pair. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
CallRail
+
Google AdsGoogle Ads (3)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
C
F
G
Create a Freshworks CRM (Freshsales Suite) contact when a phone call is completed in CallRail, and log the conversion in Google Ads
CallRail call completions create Freshworks CRM (Freshsales Suite) contacts and record conversions in Google Ads automatically.
C
F
G
When a form is captured in CallRail, create a Freshworks CRM (Freshsales Suite) contact and update Google Ads campaign data
Captured form submissions in CallRail instantly update Freshworks CRM (Freshsales Suite) and adjust Google Ads metrics.
C
F
G
When an outbound call is completed in CallRail, update the Freshworks CRM (Freshsales Suite) deal and log attribution in Google Ads
Outbound call results update Freshworks CRM (Freshsales Suite) deals and record engagement in Google Ads.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and CallRail

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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CallRail
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
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Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
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Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
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Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
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Instant
Form is captured in CallRail
Triggers the automation when a form is submitted
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User is created in CallRail
Triggers the automation when a new user is created
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Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
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Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
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Company is created in CallRail
Triggers the automation when a new company is created
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Session tracker is created in CallRail
Triggers the automation when a session tracker is created
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Source tracker is created in CallRail
Triggers the automation when a source tracker is created
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No action is available

What can you automate with CallRail + Freshworks CRM (Freshsales Suite)?

Connect your call intelligence and CRM platform to automate contact creation, pipeline updates, and team notifications.

What you can automate?
📞
Create CRM contacts from completed calls
Instantly generate a new contact in Freshworks CRM (Freshsales Suite) the moment a phone call is completed in CallRail, capturing all caller information without manual typing.
📝
Capture every submitted form field
Map all available CallRail form submission answers directly into corresponding Freshworks CRM (Freshsales Suite) fields for complete lead records.
🔔
Alert your sales team immediately
Send instant notifications to your team in Slack whenever high-value phone calls or form submissions are captured in CallRail.
🔀
Route leads based on submitted criteria
Create priority contacts or standard contacts in Freshworks CRM (Freshsales Suite) depending on specific details submitted during CallRail interactions.
🔄
Keep deal stages updated automatically
Reflect pipeline changes across both platforms by updating Freshworks CRM (Freshsales Suite) deals whenever follow-up calls or updates occur.
🔍
Prevent duplicate contact records
Search existing database entries before creating new records to ensure clean contact management between CallRail and Freshworks CRM (Freshsales Suite).
📋
Log interaction notes and tasks
Add detailed notes and create follow-up tasks in Freshworks CRM (Freshsales Suite) automatically after every completed CallRail phone session.
📅
Extend workflows with scheduling tools
Connect Calendly to your CallRail and Freshworks CRM (Freshsales Suite) flow to automatically book meetings for qualified callers.
And much more...

Who is CallRail + Freshworks CRM (Freshsales Suite) integration for?

Teams managing inbound calls and sales pipelines rely on automated data sync to eliminate manual entry, prevent missed leads, and keep reporting accurate.

Performance marketers
Performance marketers
Sales team leads
Sales team leads
Account managers
Account managers
Inside sales agents
Inside sales agents
Operations coordinators
Operations coordinators
Revenue operations managers
Revenue operations managers
📈
Performance marketers
You're running multi-channel ad campaigns but your CRM tracking records only update when someone manually exports call logs, so the conversion numbers you're optimising against are always hours behind — with this integration, every completed call lands in your CRM instantly and your campaign data stays current.
⚡
Sales team leads
You need your reps to follow up on inbound inquiries immediately, but manual lead creation delays response times by hours — with this integration, every phone call creates a contact in your CRM the moment the conversation ends so reps can engage prospects without delay.
🤝
Account managers
You answer to stakeholders who want real-time visibility into client communications and pipeline status, but tracking details live scattered across separate tools — with this integration, every call and deal update syncs automatically to provide clear progress reports.
📊
Inside sales agents
The volume of inbound calls makes manual contact logging impossible to keep up with during peak hours, resulting in missing customer history — automating both apps means every caller's details are saved instantly without manual data entry.
🔄
Operations coordinators
You own the handoff between marketing attribution data and sales pipeline execution, but manual record creation causes frustrating bottlenecks — connecting these apps means every lead moves smoothly from tracking to CRM without administrative friction.
🗂️
Revenue operations managers
You need a reliable, unbroken history of customer interactions for attribution modeling, but manual entry leaves recurring gaps in your database — with this integration, every call event and deal stage change is logged accurately and consistently.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + CallRail

Build and manage your Freshworks CRM (Freshsales Suite) + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + CallRail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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Frequently Asked Questions

How do I connect CallRail to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect CallRail to Freshworks CRM (Freshsales Suite) in 1 click using ready templates or by asking Integrately AI to build your custom flow.
Can I automatically create Freshworks CRM contacts from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How are phone call records handled between CallRail and Freshworks CRM?
Frequently Asked Questions
Can I update deal stages in Freshworks CRM from CallRail activities?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the CallRail and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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