Microsoft Dynamics 365 Business Central + CallRail Integration

Integrate CallRail to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each call handled. Track inbound leads, create records, update operational databases, and trigger sales follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • 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
Arrow Right
2.
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central

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Ready Workflows Ready Workflows for CallRail + Microsoft Dynamics 365 Business Central (Beta Integration

Capture phone calls, create records, keep financial operations updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new CallRail form

When you receive a new CallRail form, automatically a record is created for you with the responses from CallRail in Microsoft Dynamics 365 Business Central. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Microsoft Dynamics 365 Business Central with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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CallRail + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new CallRail contact

When a new contact is created in your CallRail, you can automatically create a record for them in your Microsoft Dynamics 365 Business Central. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Connect more apps to your CallRail + Microsoft Dynamics 365 Business Central (Beta flow

Send call data to your CRM, notify your sales channel, and update your inbox. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
CallRail
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
C
M
S
Add every completed CallRail phone call to your Microsoft Dynamics 365 Business Central (Beta records, and create a lead in Salesforce.
Completed CallRail phone calls instantly generate records in Microsoft Dynamics 365 Business Central (Beta and new leads in Salesforce without manual data entry.
C
M
S
When a CallRail form is captured, create a record in Microsoft Dynamics 365 Business Central (Beta and update the matching Salesforce account.
Captured CallRail forms update your Microsoft Dynamics 365 Business Central (Beta records and refresh Salesforce accounts instantly.
C
M
S
When an SMS is received in CallRail, update your Microsoft Dynamics 365 Business Central (Beta records and log a task in Salesforce.
Received SMS messages in CallRail update Microsoft Dynamics 365 Business Central (Beta records and create actionable tasks in Salesforce.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and CallRail

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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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 + Microsoft Dynamics 365 Business Central (Beta?

Streamline your call tracking and business management by automating routine data entry and notification workflows.

What you can automate?
📞
Create business records from completed phone calls
Automatically generate a new record in Microsoft Dynamics 365 Business Central (Beta the moment a phone call is completed in CallRail. Eliminate manual data entry and ensure every inbound call is tracked in your financial and operational systems.
📝
Capture every submitted form field
Map all available form details from CallRail directly into your Microsoft Dynamics 365 Business Central (Beta records instead of just basic contact names. Your management system becomes a richer source for review and follow-up.
🔔
Notify your team the moment a call arrives
Send instant alerts to your team channels the second a phone call or form submission is captured. Ensure the right department gets notified without delay.
🔀
Route records based on submitted call data
Perform different actions in Microsoft Dynamics 365 Business Central (Beta depending on specific answers submitted in your CallRail forms or call attributes. Direct priority leads to dedicated management workflows.
🔄
Keep business records updated dynamically
Update existing Microsoft Dynamics 365 Business Central (Beta records automatically when outbound calls are completed or SMS messages are received in CallRail. Keep your operational database accurate at all times.
🔍
Search and update instead of creating duplicates
Lookup existing customer profiles in Microsoft Dynamics 365 Business Central (Beta before creating new records, ensuring your database remains clean and free of duplicate entries.
📉
Handle status changes across your workflow
Trigger automated record updates in Microsoft Dynamics 365 Business Central (Beta when call statuses change or SMS conversations conclude, maintaining precise audit trails.
💬
Extend your call data to Slack instantly
Combine CallRail and Microsoft Dynamics 365 Business Central (Beta with Slack to broadcast real-time customer engagement updates directly to your internal communication channels.
And much more...

Who is CallRail + Microsoft Dynamics 365 Business Central (Beta integration for?

Connecting CallRail and Microsoft Dynamics 365 Business Central (Beta helps growing businesses capture inbound leads, update financial records, and streamline operations without manual data entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Finance teams
Finance teams
📈
Performance marketers
You're running ad campaigns tracked in CallRail but your financial records only update when someone manually exports lead sheets, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed call creates a record instantly and your data stays current.
Sales managers
You need to act fast on inbound phone enquiries, but lead details sit trapped in call logs until someone re-types them by hand, so prospective buyers wait too long for a response — automating both apps means every lead is captured instantly and your sales team can follow up immediately.
📊
Account managers
You answer to clients who want immediate proof of campaign progress, but manual data transfers between call tracking and business management tools cause reporting delays — connecting these apps means every submission updates your records automatically and your client dashboards show real-time numbers.
📞
Customer support teams
The volume of incoming phone calls and text messages is too high for anyone to keep up with by hand, leading to missed customer interactions and fragmented histories — this integration means every interaction is logged into your management system without manual effort.
🔄
Operations specialists
You own the downstream setup and depend on upstream marketing teams to hand over call data, but missing records stall your workflow — automating both apps means every form submission and phone call flows straight into your business management system without delay.
📑
Finance teams
You need a reliable history of all customer interactions and financial touchpoints, but manual entry creates persistent gaps in your operational logs — this integration means every record is created accurately and your historical records remain complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + CallRail

Build and manage your Microsoft Dynamics 365 Business Central + 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 Microsoft Dynamics 365 Business Central + CallRail 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
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Automation is ready
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Frequently Asked Questions

How do I connect CallRail to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect CallRail to Microsoft Dynamics 365 Business Central (Beta instantly using 1-click ready workflows or Integrately AI. Link your accounts, select your preferred trigger such as a completed phone call, and start automating data sync with tools like Slack and Salesforce.
How can I automatically create Microsoft Dynamics 365 Business Central (Beta records from CallRail calls?
Frequently Asked Questions
Can I connect CallRail, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does CallRail data trigger actions in Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Can I update existing Microsoft Dynamics 365 Business Central (Beta records when a CallRail form is captured?
Frequently Asked Questions
Do I need coding skills to connect CallRail and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the CallRail and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Microsoft Dynamics 365 Business Central With 1500+ Other Apps

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