CallRail + Plecto Integration

Integrate CallRail to Plecto in one click, or tell Integrately AI how you want each call handled. Log completed calls, update performance dashboards, create achievements, and track your team metrics 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
Arrow Right
2.
  • Plecto
    Create employee in Plecto
  • Plecto
    Create dashboard in Plecto
  • Plecto
    Create achievement in Plecto
  • Plecto
    Create new registration in Plecto

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Ready Workflows Ready Workflows for CallRail + Plecto Integration

Create achievements, register performance metrics, update dashboards, and add employees, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your CallRail + Plecto flow

Track call outcomes in your CRM, notify your team in chat, and log details in spreadsheets. Pick a combination and activate it in one click.

CallRail
Plecto
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
C
P
S
When a phone call is completed in CallRail, create a Plecto achievement and create a contact in Salesforce.
Completed phone calls instantly trigger a new achievement in Plecto while creating a corresponding contact in Salesforce.
C
P
S
When a form is captured in CallRail, register the lead in Plecto and create a task in Salesforce.
Captured forms in CallRail automatically generate a Plecto registration and open a new follow-up task in Salesforce.
C
P
S
When an outbound call is completed in CallRail, update Plecto dashboards and log the activity in Salesforce.
Outbound call updates flow directly into Plecto performance tracking and log cleanly inside Salesforce.
C
P
S
When a user is created in CallRail, set up a matching employee profile in Plecto and add a user record in Salesforce.
New team members added in CallRail immediately get profile records created in Plecto and Salesforce.

Supported triggers and actions for CallRail and Plecto

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
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
Plecto
Plecto Triggers & Actions
No trigger is available
Create employee in Plecto
Adds a new employee to the system
Try it →
Create dashboard in Plecto
Generates a new dashboard for data visualization
Try it →
Create achievement in Plecto
Records a new achievement in the system
Try it →
Create new registration in Plecto
Creates a new registration
Try it →

What can you automate with CallRail + Plecto?

Streamline your call tracking and performance management by automating routine workflows between CallRail and Plecto.

What you can automate?
📞
Create Plecto achievements from completed calls
Automatically generate a Plecto achievement the moment a phone call is completed in CallRail. Reward your team members instantly without manual scorecard updates.
📋
Capture every submitted form detail
Map all available form capture fields from CallRail into Plecto registrations instead of missing critical prospect data. Keep your performance records thorough and complete.
💬
Notify teams when calls arrive
Send instant notifications whenever inbound phone calls or SMS messages are received in CallRail. Keep your staff aligned and responsive to customer inquiries.
🔀
Route records based on call properties
Trigger different Plecto actions depending on specific call parameters or tracking sources. Direct your performance data exactly where your team needs it.
🔄
Keep performance dashboards up to date
Update existing Plecto dashboards whenever call data or user records change in CallRail. Ensure your metrics reflect the most current operational status.
👥
Manage employee profiles automatically
Create new employee profiles in Plecto whenever users are added in CallRail. Eliminate manual administrative setup during team onboarding.
📊
Handle updates across call lifecycle events
Track outbound call completions, form captures, and call updates seamlessly across your performance management stack. Keep every lifecycle stage documented.
🔗
Extend your workflow to Slack
Connect CallRail and Plecto data directly into Slack channels to announce key milestones and performance achievements instantly.
And much more...

Who is CallRail + Plecto integration for?

Sales leaders and performance managers who rely on call data to track conversion metrics and motivate teams find this integration eliminates manual reporting gaps.

Performance marketers
Performance marketers
Sales managers
Sales managers
Customer success leads
Customer success leads
Call center supervisors
Call center supervisors
Operations analysts
Operations analysts
Revenue executives
Revenue executives
📈
Performance marketers
You're running ad campaigns driving inbound calls but your performance dashboards only update when someone manually exports records, so the call counts you're reviewing are always a few hours behind — with this integration, every completed call lands in your metrics instantly and your data stays current.
Sales managers
You need to track team conversion targets immediately when calls finish, but delays in logging inbound leads mean reps miss out on timely scorecards — automating both apps means every completed call creates an achievement right away and your leaderboard reflects real-time performance.
🤝
Customer success leads
You answer to stakeholders who want to see live customer interaction metrics, but manual reporting creates discrepancies in your performance reviews — this integration means every inbound call and registration populates your dashboards automatically without manual data shuffling.
📞
Call center supervisors
The volume of inbound phone calls and form submissions is too high for anyone to keep up with by hand, leading to missing employee registrations — connecting these apps means every call event triggers dashboard updates instantly so your capacity tracking never misses a beat.
📊
Operations analysts
You own the reporting pipeline and depend on clean data handoffs between call tracking and performance tools, but manual exports keep introducing errors — automating both apps means every call record flows into your scorecards cleanly and your historical data remains accurate.
💼
Revenue executives
You need a reliable history of inbound conversion drivers but keep finding gaps in your performance logs due to missed manual updates — with this integration, every form submission and call completion is recorded reliably across your management systems.
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 + Plecto

Build and manage your CallRail + Plecto 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 + Plecto 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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in $19.99

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Frequently Asked Questions

How do I connect CallRail to Plecto?
Frequently Asked Questions
You can connect CallRail to Plecto instantly using ready-made workflows on Integrately. Simply pick a pre-built template or ask Integrately AI to set up your integration with Slack, Google Sheets, or Gmail in 1 click.
Can I automatically create Plecto achievements when phone calls are completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, Plecto, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Plecto?
Frequently Asked Questions
How does CallRail handle phone call data during integration?
Frequently Asked Questions
Can Plecto create achievements and employee registrations automatically?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Plecto?
Frequently Asked Questions
Is the CallRail and Plecto integration free?
Frequently Asked Questions
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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 Plecto With 1500+ Other Apps

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Plecto
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Sync Plecto with reporting, project management, and analytics tools to keep performance data working across your stack.
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