CallRail + Infinity Integration

Integrate CallRail to Infinity in one click, or tell Integrately AI how you want each item handled. Track call details, organise items, update your boards, 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
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
Arrow Right
2.
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity

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Ready WorkflowsReady Workflows   for CallRail + Infinity Integration

Track inbound calls, organise items, update boards, notify 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

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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your CallRail + Infinity flow

Send call data to your CRM, alert support channels, and keep your entire team aligned. Pick a combination and activate it in one click.

CallRail
Infinity
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
C
I
S
Create an Infinity item when a phone call is completed in CallRail, and add a lead in Salesforce.
Call details land in Infinity as a new item and register in Salesforce as a lead instantly.
C
I
S
When a form is captured in CallRail, update the matching Infinity item and update the contact in Salesforce.
Form submissions update your Infinity item and refresh Salesforce records without manual work.
C
I
S
If an outbound call is completed in CallRail, create an Infinity item and log a task in Salesforce.
Outbound call logs create Infinity items and record tasks in Salesforce automatically.
C
I
S
When an SMS is received in CallRail, create an Infinity item and log an activity in Salesforce.
Incoming text messages generate Infinity project items and record activities in Salesforce.

Supported triggers and actions for CallRail and Infinity

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
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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
Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
Try it →
Create comment in Infinity
Generates a new comment
Try it →
Get item by ID in Infinity
Try it →

What can you automate with CallRail + Infinity?

Streamline your call tracking and project management by automating repetitive workflows across CallRail and Infinity.

What you can automate?
📞
Create project items from completed calls
Automatically generate a new item in Infinity the moment a phone call is completed in CallRail. Ensure every caller interaction gets tracked in your project boards without manual entry.
📝
Capture every submitted form field
Map all submitted form details from CallRail directly into your Infinity project items. Keep complete context available for your team to review and execute.
🔔
Notify your team when calls arrive
Send instant updates to team members whenever a new phone call or form submission is captured in CallRail, ensuring rapid response times.
🔀
Route tasks based on call details
Create different Infinity items or update specific boards depending on the source tracker, campaign, or specific data submitted during the call.
🔄
Keep project items updated as calls change
Automatically update existing Infinity items whenever phone call details or tracking parameters are updated in CallRail.
🔍
Search and update instead of duplicating
Search for existing items in Infinity before creating new records, ensuring your project boards remain clean and free of duplicate tasks.
Manage status changes across workflows
Handle completed calls, outbound follow-ups, and form captures by triggering appropriate task updates in Infinity based on CallRail events.
🌐
Extend your workflow to Google Sheets
Connect CallRail and Infinity with Google Sheets to log call metrics and submission data automatically alongside your project boards.
And much more...

Who is CallRail + Infinity integration for?

Connecting CallRail and Infinity helps sales teams, marketers, and project managers turn phone interactions into organised tasks without manual data entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Compliance officers
Compliance officers
📈
Performance marketers
You're reviewing advertising ROI and campaign performance reports, but tracking call data manually leaves your project boards out of sync — with this integration, every completed phone call creates an Infinity item instantly and your reporting stays accurate.
Sales development reps
You need to follow up with inbound callers immediately, but lead information gets trapped in your tracking tools until someone copies it over — with this integration, every new call generates an Infinity task right away so your team can act without delay.
🤝
Client account managers
You report on project progress and inbound lead volumes to external stakeholders, but gaps in your task boards make updates difficult — with this integration, every form submission updates your Infinity board automatically and keeps records complete.
📊
Operations coordinators
You manage high volumes of incoming customer calls and form entries, but manual task creation causes backlogs — with this integration, every CallRail event populates your Infinity workspace immediately and handles the workload seamlessly.
🔄
Project managers
You depend on upstream lead generation data to assign tasks to your team, but delayed handoffs slow down project initiation — this integration means every phone call or form entry creates structured Infinity items the moment it occurs.
📁
Compliance officers
You need a reliable audit history of all customer communications and campaign tracking, but manual logs lead to missing entries — automating both apps means every call and form submission is recorded accurately in your Infinity workspace.
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 + Infinity

Build and manage your CallRail + Infinity 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 + Infinity 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect CallRail to Infinity?
Frequently Asked Questions
You can connect CallRail to Infinity in 1 click using ready-made templates on Integrately. Choose your trigger event, connect your accounts, and let Integrately AI set up your workflow.
Can I automatically create Infinity items from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Infinity, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Infinity?
Frequently Asked Questions
How does CallRail data transfer to Infinity?
Frequently Asked Questions
Can I organise items in Infinity based on CallRail forms?
Frequently Asked Questions
Do I need coding skills to integrate CallRail and Infinity?
Frequently Asked Questions
Is the CallRail and Infinity 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.

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You Can Also Connect CallRail or Infinity With 1500+ Other Apps

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