

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.
1.
2.
Trusted by experts at...
























Ready 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.
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 + 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.


+
Salesforce (4)
+
Hubspot (4)
+
Pipedrive (4)
+
Slack (4)
+
Gmail (4)
+
Google 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 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 → 
Infinity Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → What can you automate with CallRail + Infinity?
Streamline your call tracking and project management by automating repetitive workflows across CallRail and Infinity.
📞
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
Sales development reps
Client account managers
Operations coordinators
Project managers
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.

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
Connect CallRail + Infinity 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect CallRail + Infinity Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect CallRail + Infinity Now 
In Just 1 Click!




Frequently Asked Questions
How do I connect CallRail to Infinity?
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?
Can I connect CallRail, Infinity, and Slack?
What is a good Zapier alternative for CallRail and Infinity?
How does CallRail data transfer to Infinity?
Can I organise items in Infinity based on CallRail forms?
Do I need coding skills to integrate CallRail and Infinity?
Is the CallRail and Infinity integration free?
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 Infinity With 1500+ Other Apps

Popular CallRail Integrations
Connect CallRail to CRMs, email tools, and analytics platforms to track advertising ROI and manage inbound leads effectively.
See All
CallRail Integrations
CallRail Integrations
No popular apps found

Popular Infinity Integrations
Sync Infinity with project management, communication, and document tools to keep your workflows organised and collaborative.
See All
Infinity Integrations
Infinity Integrations
No popular apps found
