Salesforce Marketing Cloud + CallRail Integration

Integrate CallRail to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each phone call handled. Capture call insights, create subscriber records, trigger transactional emails, and update your data extensions 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.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

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Ready Workflows Ready Workflows for CallRail + Salesforce Marketing Cloud Integration

Capture call data, create subscriber profiles, trigger transactional emails, update data extension records, and validate email addresses, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Salesforce Marketing Cloud Integration

Send email from Salesforce Marketing Cloud for new sms received in CallRail

There are many reasons why you would want to send an email in Salesforce Marketing Cloud 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 email instead of sms.

No matter what your reason, setting up email notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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CallRail + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a email through Salesforce Marketing Cloud 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 - Salesforce Marketing Cloud 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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CallRail + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new CallRail contact

If you're using CallRail to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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CallRail + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new CallRail form

Automatically creating Salesforce Marketing Cloud 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 Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new CallRail form

When you receive a new CallRail form, you can automatically send a Salesforce Marketing Cloud email. 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 Salesforce Marketing Cloud email today. Your future self will thank you.
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Connect more apps to your CallRail + Salesforce Marketing Cloud flow

Teams often want to enrich call data in spreadsheets, notify sales channels on messaging apps, and sync lead records across CRMs once calls are logged. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
CallRail
+
Facebook Lead AdsFacebook Lead Ads (5)
+
Google Analytics 4Google Analytics 4 (4)
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
C
S
F
When a phone call is completed in CallRail, insert a data extension record in Salesforce Marketing Cloud and create a lead in Facebook Lead Ads
Call details from CallRail immediately update Salesforce Marketing Cloud data extensions and sync with Facebook Lead Ads for unified tracking.
C
S
F
When a form is captured in CallRail, create a subscriber in Salesforce Marketing Cloud and notify your team on Facebook Lead Ads
Every captured form in CallRail creates a Salesforce Marketing Cloud subscriber while updating your Facebook Lead Ads records instantly.
C
S
F
When an outbound call is completed in CallRail, upsert a data extension record in Salesforce Marketing Cloud and create a custom audience in Facebook Lead Ads
Outbound call results update your Salesforce Marketing Cloud data extensions and sync with Facebook Lead Ads audiences automatically.
C
S
F
Use Claude to evaluate CallRail phone call notes. If qualified, insert a data extension record in Salesforce Marketing Cloud and update Facebook Lead Ads.
Claude evaluates call transcripts from CallRail before creating Salesforce Marketing Cloud records and updating Facebook Lead Ads.
C
S
F
S
When a phone call is completed in CallRail, insert a data extension record in Salesforce Marketing Cloud, update Facebook Lead Ads, and send a notification in Slack
Call records sync to Salesforce Marketing Cloud and Facebook Lead Ads while alerting your team instantly in Slack.

Supported triggers and actions for Salesforce Marketing Cloud and CallRail

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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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 + Salesforce Marketing Cloud?

Streamline your inbound call workflows by syncing call data straight into your marketing cloud campaigns and subscriber lists automatically.

What you can automate?
📞
Sync every completed phone call into your marketing cloud
Capture inbound call data the moment a conversation ends and create corresponding records in Salesforce Marketing Cloud automatically. Eliminate manual transcription and keep your customer interaction history complete.
📋
Capture every submitted form field from your calls
Map all available form fields captured during call interactions directly into data extension records instead of only basic contact details. Your marketing database becomes a much richer asset for audience segmentation and personalized messaging.
🔔
Alert your team instantly when high-value calls arrive
Notify sales reps and support teams the second an important phone call or customer form is captured. Ensure immediate follow-up on high-intent leads without monitoring dashboards manually.
🔀
Route records based on submitted call data fields
Trigger different subscriber creation rules or transactional emails depending on specific campaign sources, tracking numbers, or caller responses captured during the interaction.
🔄
Keep marketing records updated as interactions change
Automatically update existing data extension records whenever follow-up calls, SMS messages, or form updates occur in CallRail. Maintain accurate customer timelines across your entire marketing stack.
🛡️
Upsert records to prevent duplicate subscriber entries
Check existing database records before creating new entries to ensure repeat callers and returning leads update current profiles instead of cluttering your marketing cloud with duplicate data.
✉️
Trigger transactional emails upon call completion
Automatically send confirmation emails or follow-up messages using TriggerSend in Salesforce Marketing Cloud the moment a phone call or form submission is completed.
📊
Extend your call data flow into spreadsheets and CRMs
Connect CallRail and Salesforce Marketing Cloud with tools like Google Sheets or Slack to log audit trails, notify stakeholders, and maintain complete visibility across teams.
And much more...

Who is CallRail + Salesforce Marketing Cloud integration for?

Marketing and sales leaders depend on real-time call tracking and unified customer journeys, making this integration essential for accurate attribution and rapid follow-up.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency account managers
Agency account managers
Inbound call center supervisors
Inbound call center supervisors
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports call logs, so the conversion numbers you're optimizing against are always hours behind — with this integration, every completed phone call updates your data extensions instantly and your reporting stays current.
Sales managers
You need to act on inbound phone leads immediately, but you find out about new calls hours after they happen because call data sits trapped in standalone tracking tools — with this integration, every inbound call creates subscriber records and alerts your team instantly so high-intent prospects never wait.
📊
Agency account managers
You answer to clients who demand verified proof of advertising return on investment every week, but compiling phone tracking metrics by hand is tedious and error-prone — with this integration, every campaign-driven call syncs directly into marketing cloud records and spreadsheets automatically.
🏢
Inbound call center supervisors
The volume of daily inbound calls is far too high for any team to keep up with by hand, leading to missed customer profiles and fragmented interaction histories — with this integration, every call event updates your data extensions and triggers automated subscriber creation without manual data entry.
🎯
Sales development reps
You own the vital follow-up step and depend on upstream marketing data to reach out to callers with relevant context, but handoffs are frequently delayed — with this integration, every call and form capture updates your CRM records instantly so you can engage prospects with complete information.
🗄️
CRM administrators
You need a reliable, unbroken history of customer touchpoints across channels, but manual data imports keep leaving gaps in your marketing databases — with this integration, every call and SMS interaction is logged accurately into your data extensions with zero missing records.
Our team

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Why choose Integrately to automate Salesforce Marketing Cloud + CallRail

Build and manage your Salesforce Marketing Cloud + 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 Salesforce Marketing Cloud + 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
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 Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect CallRail to Salesforce Marketing Cloud instantly using 1-click automations on Integrately. Start with ready templates or ask Integrately AI to build your custom workflow alongside Slack, Google Sheets, and Salesforce.
Can I automatically sync phone calls to Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect CallRail, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Salesforce Marketing Cloud?
Frequently Asked Questions
How does CallRail handle call tracking data in this integration?
Frequently Asked Questions
How does Salesforce Marketing Cloud process incoming subscriber records?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the CallRail and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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