CallRail + Live Chat Integration

Integrate CallRail to Live Chat in one click, or tell Integrately AI how you want each call handled. Sync call insights with your support workflows, route visitor queries, alert your team, and convert more callers into sales 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
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat is updated in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for CallRail + Live Chat Integration

Capture call details, track visitor chats, route support requests, and convert leads into sales, 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 + Live Chat flow

Sync your call and chat data with CRMs, analytics tools, and team channels to keep follow-ups fast and organised. Pick a combination and activate it in one click.

CallRail
Live Chat
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
Google Analytics 4Google Analytics 4 (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
PipedrivePipedrive (3)
C
S
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When a phone call is completed in CallRail, create a contact in Salesforce and start a chat session in Live Chat
Every completed call creates a Salesforce contact and opens a Live Chat session instantly, removing manual data entry.
L
S
C
When a chat is started in Live Chat, log the interaction in Salesforce and update the call record in CallRail
Keep Salesforce and CallRail updated automatically the moment a Live Chat conversation begins.
C
S
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Use Claude to analyse CallRail call notes, create a lead in Salesforce, and trigger a follow-up in Live Chat
Claude evaluates call transcripts to qualify leads in Salesforce and initiate targeted Live Chat follow-ups.

Supported triggers and actions for CallRail and Live Chat

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
Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
Try it →
Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it →
Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
Try it →
Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it →
No action is available

What can you automate with CallRail + Live Chat?

Streamline your inbound communication by connecting phone call data and live chat interactions directly into your core business tools.

What you can automate?
📞
Sync phone calls and live chat sessions
Trigger chat engagements automatically whenever a phone call is completed in CallRail, ensuring continuous customer touchpoints.
📝
Capture every submitted call and chat field
Map available CallRail form answers and Live Chat metadata into your destination CRM columns instead of just basic names.
🔔
Alert the right team member instantly
Send high-priority call and chat notifications to your Slack channels the moment a customer inquiry arrives.
🔀
Route based on submitted query data
Perform different follow-up actions depending on whether a phone call or chat submission indicates enterprise or standard tier.
🔄
Keep CRM destination records up to date
Automatically update existing contact profiles and deal stages when follow-up calls or chats take place.
🛡️
Prevent duplicate records in your stack
Search for existing contacts before creating new entries, ensuring clean data across CallRail and Live Chat flows.
⏱️
Handle later status and session updates
Record session tracker updates and chat completion metrics automatically when customer conversations wrap up.
🔌
Extend flows to popular third-party apps
Connect your CallRail and Live Chat data pipeline directly into Salesforce, HubSpot, Gmail, Slack, and 1,500+ other tools.
And much more...

Who is CallRail + Live Chat integration for?

Support, marketing, and sales teams managing inbound phone calls and live chat conversations rely on this integration to eliminate manual data entry and speed up response times.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Agency account managers
Agency account managers
Sales operations teams
Sales operations teams
Inbound sales reps
Inbound sales reps
Customer success leads
Customer success leads
📈
Performance marketers
You're running ad campaigns driving phone calls and web traffic, but your tracking reports only update when someone manually exports lead sheets, so your campaign ROI numbers are always hours behind — with this integration, every call and chat event logs instantly and your attribution data stays current.
Customer support managers
You need to act fast when high-priority issues arise across phone and chat channels, but manual handoffs mean tickets sit unattended in queues until customers complain — this integration means every inbound call and chat session triggers immediate routing so your team responds within minutes.
📊
Agency account managers
You answer to clients who demand daily updates on inbound lead volume and support responsiveness, but compiling call logs and chat transcripts by hand wastes hours every week — automating both apps means client dashboards update in real time with zero manual effort.
⚙️
Sales operations teams
Inbound inquiry volume is too high for anyone to keep up with by hand, leading to missed follow-ups and lost pipeline revenue — with this integration, every phone call and chat interaction creates structured CRM records automatically so nothing ever slips through the cracks.
🤝
Inbound sales reps
You own the next conversion step and depend on upstream teams to hand over phone lead details before you can call back, causing frustrating delays — connecting these apps means lead submissions and chat logs land in your CRM workspace the second they happen.
🗂️
Customer success leads
You need a reliable customer history across voice and chat interactions, but disjointed communication tools keep leaving frustrating data gaps in your records — automating both apps means every conversation links directly to the right account profile.
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 + Live Chat

Build and manage your CallRail + Live Chat 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 + Live Chat 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CallRail to Live Chat?
Frequently Asked Questions
You can connect CallRail to Live Chat in 1 click using ready-made templates or ask Integrately AI to build your workflow. It also integrates seamlessly with Salesforce, HubSpot, Slack, and 1,500+ other apps.
Can I automatically trigger a Live Chat session when a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, Live Chat, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Live Chat?
Frequently Asked Questions
How does CallRail data get transferred in this integration?
Frequently Asked Questions
Can I track chat sessions and queue events from Live Chat?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Live Chat?
Frequently Asked Questions
Is the CallRail and Live Chat 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 Live Chat With 1500+ Other Apps

CallRail
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Live Chat
Popular Live Chat Integrations
Connect Live Chat with helpdesk, CRM, and messaging platforms to resolve tickets and convert website visitors faster.
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Live Chat Integrations arrow right
No popular apps found