Microsoft Teams + CallRail Integration

Integrate CallRail to Microsoft Teams in one click, or tell Integrately AI how you want each phone call handled. Send call notifications to your team, log inbound lead data, and alert relevant channels instantly.

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1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • 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.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams

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Ready Workflows Ready Workflows for CallRail + Microsoft Teams Integration

Capture inbound calls, notify your team about form submissions, post updates to channels, and keep collaboration aligned, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Microsoft Teams Integration

Send Microsoft Teams message for new CallRail form

When you receive a new CallRail form, you can automatically send a Microsoft Teams message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Microsoft Teams message today. Your future self will thank you.
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CallRail + Microsoft Teams Integration

Send Microsoft Teams message for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this CallRail - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Activate
CallRail + Microsoft Teams Integration

Send message from Microsoft Teams for new sms received in CallRail

There are many reasons why you would want to send an message in Microsoft Teams when a text message is received in CallRail.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of sms.

No matter what your reason, setting up message notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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Connect more apps to your CallRail + Microsoft Teams flow

Route call insights to your CRM, schedule follow-ups, and keep your entire revenue stack updated. Pick a combination and activate it in one click.

Microsoft Teams
CallRail
+
HubspotHubspot (6)
+
SalesforceSalesforce (5)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
ZendeskZendesk (4)
+
StripeStripe (4)
C
H
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Add every CallRail form submission as a HubSpot contact and notify your sales team in Microsoft Teams
New form captures in CallRail create HubSpot contacts instantly while your Microsoft Teams channel receives an alert, eliminating manual data entry.
C
H
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Log completed CallRail phone calls as deals in HubSpot and post updates in Microsoft Teams
Completed calls in CallRail generate new deals in HubSpot while keeping your Microsoft Teams channel updated in real time.
C
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Create a HubSpot task from every CallRail SMS received and notify your support channel in Microsoft Teams
Incoming text messages in CallRail generate actionable HubSpot tasks and alert your team in Microsoft Teams right away.
C
H
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When a CallRail phone call is updated, update the matching HubSpot contact and post the change in Microsoft Teams
Call updates in CallRail refresh your HubSpot contact records and announce the changes in Microsoft Teams automatically.
C
H
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Use Claude to summarise CallRail form captures, create HubSpot contacts, and post briefs in Microsoft Teams
Claude analyses CallRail form submissions before HubSpot creates the contact and Microsoft Teams shares the summary.
C
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When an outbound call is completed in CallRail, log it in HubSpot and notify your management channel in Microsoft Teams
Outbound call records in CallRail update your HubSpot activity history while notifying management in Microsoft Teams.

Supported triggers and actions for Microsoft Teams and CallRail

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their 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 + Microsoft Teams?

Turn call tracking data into immediate team collaboration workflows and eliminate manual notification tasks.

What you can automate?
📞
Notify your team on every completed phone call
Send instant channel messages in Microsoft Teams whenever a phone call is completed in CallRail. Your team stays informed on every inbound conversation without checking dashboards manually.
📝
Capture every submitted form field
Map all available CallRail form submission answers directly into your collaboration messages and downstream records. Your team receives complete context for every inbound inquiry.
💬
Alert the right person as soon as it happens
Route specific call notifications and SMS messages to dedicated Microsoft Teams channels or individual chats. Ensure the right department responds to customer inquiries immediately.
🔀
Route workflows based on submitted answers
Trigger different Microsoft Teams alerts or CRM actions depending on the specific criteria submitted in CallRail forms or expressed during phone calls.
🔄
Keep records updated as calls change
Automatically update existing contact records and team messages whenever phone call details or session trackers are modified in CallRail.
🏷️
Add or update instead of creating duplicates
Ensure incoming call data and form captures match existing contacts in your destination tools rather than creating redundant entries.
📅
Handle later status changes and follow-ups
Trigger automated follow-up tasks and calendar events when phone calls are completed, updated, or followed by outbound communication.
🔗
Extend flows to popular CRM and support apps
Connect your CallRail and Microsoft Teams workflow to HubSpot, Salesforce, Zendesk, or Stripe to keep your entire business stack synchronised.
And much more...

Who is CallRail + Microsoft Teams integration for?

Connecting CallRail and Microsoft Teams helps teams track inbound phone conversions, streamline communication, and eliminate manual reporting gaps across departments.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Support teams
Support teams
Operations leads
Operations leads
Data analysts
Data analysts
📈
Performance marketers
You're reviewing advertising ROI and campaign performance, but your call conversion metrics only update when someone manually checks logs, so the data you're optimising against is always delayed — with this integration, every completed phone call triggers instant team notifications and keeps your campaign tracking current.
⚡
Sales representatives
You need to follow up on inbound telephone leads immediately, but call details sit in tracking dashboards until someone exports them by hand, so prospective buyers wait too long for a response — automating both apps means every new call instantly alerts your sales channel so you can engage leads right away.
🤝
Account managers
You report on client communication volume and inbound inquiry trends, but gathering call records requires tedious manual searches across disparate systems, so your progress reports take hours to compile — connecting these apps means every form submission and phone record flows straight into your collaboration channels.
📞
Support teams
The volume of inbound phone calls and text messages is too high for anyone to keep up with by hand, so urgent customer inquiries get buried in logs — this integration means every inbound SMS and completed call instantly posts to your support channel so tickets get addressed without delay.
🔄
Operations leads
You own the handoff process and depend on team members to manually forward call data from tracking tools into team chats, so important handoff steps get missed — automating both apps means every form capture and call update routes directly to the right workspace instantly.
📊
Data analysts
You need a reliable history of inbound telephone traffic for reporting, but inconsistent manual logging leaves major gaps in your historical records — connecting these apps means every session tracker and completed call is captured automatically without missing entries.
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Why choose Integrately to automate Microsoft Teams + CallRail

Build and manage your Microsoft Teams + 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 Teams + 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.
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How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect CallRail to Microsoft Teams?
Frequently Asked Questions
You can connect CallRail to Microsoft Teams in 1 click using ready-made templates or ask Integrately AI to build the automation. It takes seconds to link your accounts and connect with tools like HubSpot, Salesforce, and Zendesk.
Can I automatically send a Microsoft Teams message when a CallRail phone call is completed?
Frequently Asked Questions
Can I connect CallRail, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Microsoft Teams?
Frequently Asked Questions
How are CallRail phone calls and form submissions handled in the integration?
Frequently Asked Questions
How does Microsoft Teams receive messages from CallRail events?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Microsoft Teams?
Frequently Asked Questions
Is the CallRail and Microsoft Teams integration free?
Frequently Asked Questions
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