CallRail + Smartsheet Integration

Integrate CallRail to Smartsheet in one click, or tell Integrately AI how you want each call handled. Track advertising ROI, add call details to your sheets, update rows, and alert your team 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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
Arrow Right
2.
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for CallRail + Smartsheet Integration

Log completed phone calls, capture form details, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Smartsheet Integration

Create Smartsheet row for new CallRail form

When you receive a new CallRail form, automatically a row is created for you with the responses from CallRail in Smartsheet. 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 Smartsheet 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 + Smartsheet Integration

Create Smartsheet row for new CallRail contact

When a new contact is created in your CallRail, you can automatically create a row for them in your Smartsheet. 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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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 + Smartsheet flow

Push call data to your CRM, notify your sales channel, and update your analytics tools automatically. Pick a combination and activate it in one click.

CallRail
Smartsheet
+
HubSpotHubSpot (8)
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SalesforceSalesforce (8)
+
Google Analytics 4Google Analytics 4 (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
ZapierZapier (8)
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Add completed CallRail phone calls to your Smartsheet base, and create a new contact in HubSpot
Completed CallRail phone calls appear in your Smartsheet base instantly while HubSpot creates a new contact, so your sales team never misses a lead.
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Log every CallRail form capture in Smartsheet, and create a new deal in HubSpot
Captured forms in CallRail automatically populate your Smartsheet rows and create a HubSpot deal, keeping your sales pipeline aligned.
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When a CallRail phone call is updated, update the matching Smartsheet row and update the contact in HubSpot
Updated call details in CallRail automatically refresh your Smartsheet row and update the corresponding HubSpot contact record.
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Log received SMS messages from CallRail in Smartsheet, and create a follow-up task in HubSpot
Incoming text messages in CallRail add a row to Smartsheet and create a HubSpot task for prompt team follow-up.
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If a CallRail phone call duration exceeds two minutes, add a row in Smartsheet and create a priority deal in HubSpot
Longer sales calls in CallRail automatically generate a detailed Smartsheet row and a priority HubSpot deal for high-intent prospects.
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When a CallRail phone call is completed, search your Smartsheet records and update the associated HubSpot deal stage
Completed calls in CallRail search your Smartsheet tracking base and update the corresponding HubSpot deal stage automatically.
C
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Use Claude to analyse whether new CallRail calls indicate sales intent, save the analysis in Smartsheet, and create a HubSpot contact
Claude evaluates CallRail call transcripts for sales intent, stores the results in Smartsheet, and creates a qualified HubSpot contact.
C
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When a CallRail phone call is completed, add a Smartsheet row, create a HubSpot deal, and notify your sales team in Slack
Every completed call adds a Smartsheet row, creates a HubSpot deal, and posts an instant announcement to your sales channel in Slack.

Supported triggers and actions for CallRail and Smartsheet

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
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with CallRail + Smartsheet?

Streamline your inbound call tracking and spreadsheet management with automated workflows.

What you can automate?
📞
Log every completed phone call into Smartsheet rows automatically
When a phone call is completed in CallRail, add a new row in Smartsheet instantly with all caller details, source trackers, and call duration recorded without manual copy-pasting.
📝
Capture every submitted form field in your sheets
Ensure every form captured in CallRail populates distinct Smartsheet columns with complete submission data instead of just basic contact info.
Alert your team the moment a call finishes
Send instant updates or messages whenever a phone call is completed or a form is captured in CallRail so the right person can follow up immediately.
🔀
Route call data based on submitted field values
Apply conditions to your CallRail events so high-value phone calls or specific lead sources trigger dedicated rows or notifications.
🔄
Keep your tracking sheets updated as calls change
When phone call details are updated in CallRail, automatically update the matching row in Smartsheet to maintain accurate records.
🔍
Search and update existing rows without duplicates
Search rows in Smartsheet before adding new entries to prevent duplicate tracking when repeat callers contact your business.
📋
Manage completed or updated call workflows
Update your Smartsheet project statuses and records automatically whenever outbound calls are completed or call sessions are tracked.
🔗
Push call data to HubSpot and your CRM
Connect CallRail and Smartsheet with HubSpot to create contacts, log notes, and manage your sales pipeline from a single automated workflow.
And much more...

Who is CallRail + Smartsheet integration for?

Performance marketers, sales teams, and operations directors eliminate manual data entry and keep tracking sheets instantly synchronised with inbound call data.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Customer support leads
Customer support leads
Operations directors
Operations directors
Business analysts
Business analysts
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports call records, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed phone call populates the sheet instantly and your campaign data stays current.
🎯
Sales managers
You need to act fast on inbound sales calls, but team members find out about missed leads too late because log updates require manual entry — automating both apps means every completed call instantly creates a sheet row and notifies your sales team so potential deals never go cold.
📊
Account executives
You answer to clients who want to review inbound lead activity, but compiling phone call logs by hand leaves gaps in your client reports — this integration means every phone call and form submission populates your Smartsheet project boards automatically.
🎧
Customer support leads
Inbound support call volume is too high for anyone to log by hand without missing details, causing lost follow-ups and customer frustration — connecting these apps means every call is captured in your sheets the moment it finishes.
⚙️
Operations directors
You own the downstream workflow and depend on team members to hand over call data from tracking tools into tracking sheets, but manual delays break your reporting schedule — automating both apps means sheet updates happen instantly.
📉
Business analysts
You need a reliable history of inbound advertising performance, but manual data entry leaves frequent gaps in your tracking sheets — with this integration, every completed call and form creates a complete historical record.
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 + Smartsheet

Build and manage your CallRail + Smartsheet 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 + Smartsheet 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 Smartsheet?
Frequently Asked Questions
You can connect CallRail to Smartsheet in one click using pre-built templates or Integrately AI. Pair it with apps like HubSpot, Slack, and Gmail to streamline your tracking workflow.
How can I automatically add CallRail phone calls to Smartsheet?
Frequently Asked Questions
Can I connect CallRail, Smartsheet, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Smartsheet?
Frequently Asked Questions
How do call forms captured in CallRail update Smartsheet rows?
Frequently Asked Questions
Can Smartsheet automatically search and update rows when a call is updated?
Frequently Asked Questions
How do I automate CallRail and Smartsheet without coding?
Frequently Asked Questions
Is the CallRail and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Smartsheet With 1500+ Other Apps

CallRail
Popular CallRail Integrations
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with accounting, project management, and reporting tools to keep team data connected.