CallRail + Platform.ly Integration

Integrate CallRail to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Create contacts from calls, update marketing lists, alert your team, 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
Arrow Right
2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for CallRail + Platform.ly Integration

Capture incoming calls, create marketing contacts, assign tags, update segments, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Platform.ly Integration

Create Platform.ly contact for new CallRail form

Automatically creating Platform.ly contact for new CallRail form can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Platform.ly contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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CallRail + Platform.ly Integration

Create Platform.ly contact for new CallRail contact

If you're using CallRail to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CallRail, a corresponding contact will automatically be created in Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CallRail + Platform.ly flow

Sync your call data and marketing contacts with ad platforms, email tools, and spreadsheets for deeper reporting and team updates. Pick a combination and activate it in one click.

CallRail
Platform.ly
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
+
MailchimpMailchimp (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
C
F
P
When a phone call is completed in CallRail, create a custom audience user in Facebook Lead Ads and create a contact in Platform.ly
New phone calls captured in CallRail instantly update your Facebook Lead Ads custom audiences and create matching contacts in Platform.ly.
C
F
P
When a form is captured in CallRail, update your Facebook Lead Ads audience and add a tag in Platform.ly
CallRail form submissions automatically sync with Facebook Lead Ads and tag the corresponding contact in Platform.ly.
C
F
P
When an SMS is received in CallRail, update Facebook Lead Ads targeting and add a note in Platform.ly
Inbound SMS messages in CallRail trigger updates in Facebook Lead Ads and log context in Platform.ly.
C
F
P
When a user is created in CallRail, update Facebook Lead Ads and add a segment in Platform.ly
New CallRail users update your Facebook Lead Ads setup and assign a segment in Platform.ly.

Supported triggers and actions for CallRail and Platform.ly

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
Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with CallRail + Platform.ly?

Streamline your call tracking and marketing automation with powerful workflows designed for every stage of customer engagement.

What you can automate?
📞
Create Platform.ly contacts from inbound CallRail phone calls
Every completed phone call in CallRail automatically generates a new contact in Platform.ly. Eliminate manual data entry and ensure every caller is tracked in your marketing database.
📝
Capture form submissions and visitor details instantly
Map form data captured in CallRail directly into Platform.ly custom fields and contact profiles. Keep your marketing lists populated with accurate prospect information.
🔔
Alert your team the moment a call is completed
Notify your sales or support channel on Slack or via SMS the second a phone call finishes. Ensure rapid response times for high-value inbound prospects.
🔀
Route contacts based on specific call sources
Apply different tags or segments in Platform.ly depending on the tracking source or campaign associated with the incoming CallRail call.
🔄
Keep contact records updated as call activity changes
Automatically update existing Platform.ly contacts when subsequent phone calls, outbound calls, or form captures occur in CallRail.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Platform.ly before creating a new record, preventing duplicate entries for repeat callers.
💬
Log SMS interactions and add detailed notes
Attach SMS conversation transcripts and call notes directly to the appropriate contact profile in Platform.ly for complete communication history.
📊
Extend your workflow with Google Sheets reporting
Send call data to Google Sheets alongside Platform.ly contact creation for comprehensive team reporting and analytics.
And much more...

Who is CallRail + Platform.ly integration for?

Performance marketers, sales directors, and agency managers streamline call tracking and subscriber management to turn inbound conversations into qualified pipeline without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Call center supervisors
Call center supervisors
Business development leads
Business development leads
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple ad channels but your marketing platform only updates when someone manually exports call logs, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed phone call lands in Platform.ly instantly and your data stays current.
Sales representatives
You need to follow up with inbound callers while they are still engaged, but manual lead entry leaves contacts sitting in call queues too long — automating both apps means every new call creates a contact in Platform.ly immediately so you can reach out first.
📊
Agency account managers
You answer to clients who want immediate visibility into every campaign inquiry and phone lead, but compiling manual call summaries wastes hours each week — connecting these apps means client dashboards update in real time with every inbound conversation.
📞
Call center supervisors
Inbound call volume is too high for your team to manually create CRM records for every caller without missing critical details — automating both apps means contact creation and tagging happen instantly in Platform.ly without human error.
🤝
Business development leads
You depend on inbound call tracking data to hand off qualified prospects to account executives, but delayed handoffs cause missed sales opportunities — this integration means every captured form or call flows straight into your marketing pipeline.
🗂️
Operations directors
You need a reliable history of all customer touchpoints and keep finding gaps where phone calls failed to make it into your marketing database — connecting these apps means every call and form capture is logged accurately in Platform.ly.
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 + Platform.ly

Build and manage your CallRail + Platform.ly 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 + Platform.ly 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
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Frequently Asked Questions

How do I connect CallRail to Platform.ly?
Frequently Asked Questions
You can connect CallRail to Platform.ly in 1 click using ready automation templates on Integrately, or ask Integrately AI to build the integration for you. It takes just minutes to link your accounts along with tools like Slack and Google Sheets.
Can I automatically create a Platform.ly contact whenever a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, Platform.ly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Platform.ly?
Frequently Asked Questions
How does CallRail handle phone call data during integration?
Frequently Asked Questions
Can Platform.ly contacts be tagged automatically from call data?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Platform.ly?
Frequently Asked Questions
Is the CallRail and Platform.ly integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect CallRail or Platform.ly With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail to CRM, call analytics, and customer support tools to track phone conversions and streamline communication.
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Platform.ly
Popular Platform.ly Integrations
Sync Platform.ly with email marketing, lead generation, and analytics platforms to scale your marketing automation stack.