Zoho CRM + CallRail Integration

Integrate CallRail to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Log calls, update your CRM records, alert your team, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • 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.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for CallRail + Zoho CRM Integration

Capture phone calls, update leads, sync contact records, trigger team alerts, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Zoho CRM Integration

Create Zoho CRM module for new CallRail form

When you receive a new CallRail form, automatically a module is created for you with the responses from CallRail in Zoho CRM. 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 Zoho CRM with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
See more
CallRail + Zoho CRM Integration

Create Zoho CRM module for new CallRail contact

When a new contact is created in your CallRail, you can automatically create a module for them in your Zoho CRM. 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!
See more
  • 1of3
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 + Zoho CRM flow

Capture inbound calls, log them in your CRM, notify your team, and trigger automated follow-ups across your entire stack. Pick a combination and activate it in one click.

Zoho CRM
CallRail
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
C
Z
F
When a phone call is completed in CallRail, create a lead in Zoho CRM and add it to your Facebook Lead Ads custom audience
Every completed CallRail phone call creates a lead in Zoho CRM and syncs customer details to Facebook Lead Ads, eliminating manual data entry.
C
Z
F
When a form is captured in CallRail, create a Zoho CRM contact and create a lead in Facebook Lead Ads
Capture CallRail form submissions directly in Zoho CRM and log them in Facebook Lead Ads for unified tracking.
C
Z
F
When a contact is created in Zoho CRM from a CallRail call, check Facebook Lead Ads and update campaign tags
Match new Zoho CRM contacts from CallRail phone calls with your Facebook Lead Ads campaigns automatically.
C
Z
F
Use Claude to qualify CallRail call leads before creating a Zoho CRM lead and logging them in Facebook Lead Ads
Use Claude to evaluate CallRail call transcripts before creating a Zoho CRM lead and updating Facebook Lead Ads.

Supported triggers and actions for Zoho CRM and CallRail

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Try it →
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it →
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it →
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it →
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
Try it →
User is created in Zoho CRM
Triggers the automation when a new user is created
Try it →
Create or Update Lead in Zoho CRM
Try it →
Add attachment in Zoho CRM
Adds an attachment to an email or message
Try it →
Create module entry in Zoho CRM
Creates a new entry in a module
Try it →
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Try it →
Update module entry in Zoho CRM
Updates the information for a module entry
Try it →
Search module entry in Zoho CRM
Searches for a module entry
Try it →
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Try it →
Create or Update Contact in Zoho CRM
Adds or update contact information
Try it →
Search contact in Zoho CRM
Finds and retrieves contact information
Try it →
Convert lead in Zoho CRM
Convert potential leads into customers
Try it →
Search lead in Zoho CRM
Retrieves information for a particular lead
Try it →
Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →
CallRail
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
Try it →
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

What can you automate with CallRail + Zoho CRM?

Streamline your inbound call tracking and lead management by connecting every phone call, form capture, and contact update automatically.

What you can automate?
📞
Convert phone calls into CRM leads instantly
Turn every completed phone call into a fully populated lead record in your CRM without lifting a finger. Your sales team gets immediate access to caller details the moment the conversation ends.
📝
Capture every submitted form field
Map all form submission answers into your CRM database instead of just basic contact info. Your records become a complete source of truth for review and follow-up.
🔔
Alert your team the second a call finishes
Send instant channel notifications to your team whenever an important call is completed. Ensure rapid response times for high-value prospects.
🔀
Route leads based on submitted data
Trigger different actions depending on specific criteria submitted in your call or form details. Send enterprise leads to senior reps while standard enquiries go to queue.
🔄
Keep your CRM records up to date
Automatically update existing contact entries when repeat callers reach out or update their details. Prevent outdated information from cluttering your database.
🛡️
Prevent duplicate records automatically
Search existing database entries before creating new records to ensure clean data management. Keep your pipeline free from redundant contact entries.
Manage status changes and follow-up tasks
Create follow-up tasks or update deal stages in your CRM when a call concludes or a contact status shifts. Never miss a critical next step.
💬
Extend your flow with Slack notifications
Connect your core automation to Slack to broadcast new lead updates and keep your entire organisation aligned on inbound activity.
And much more...

Who is CallRail + Zoho CRM integration for?

Sales teams, marketing managers, and support leads depend on accurate call data and CRM records to track performance and follow up with inbound callers without manual delays.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Support team leads
Support team leads
Operations coordinators
Operations coordinators
Business owners
Business owners
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — this integration means every new lead lands in your CRM instantly and your campaign data stays current.
💼
Sales representatives
You manage incoming phone enquiries all day but find out about missed calls hours later when checking logs manually, leading to delayed outreach and cold prospects — with this integration, every phone call creates a lead in your CRM immediately so you can follow up while interest is high.
📊
Account managers
You report weekly conversion metrics to clients who expect up-to-date pipeline visibility, but delayed data entry causes frustrating discrepancies in your reports — this integration means every contact update flows directly into your system so your reporting is always accurate.
🎧
Support team leads
You handle high call volumes where logging details by hand causes dropped customer information and incomplete history logs — this integration means every interaction is captured as a task or ticket without requiring manual typing.
⚙️
Operations coordinators
You depend on sales reps to manually transfer phone lead details into the central database, but busy schedules cause bottlenecks and missing records — automating both apps means every submission moves downstream instantly without human friction.
🏢
Business owners
You rely on accurate customer history to review growth trends and team performance, but manual tracking introduces constant data gaps — with this integration, your CRM maintains a complete and reliable record of every inbound customer touchpoint.
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 Zoho CRM + CallRail

Build and manage your Zoho CRM + 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 Zoho CRM + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect CallRail to Zoho CRM?
Frequently Asked Questions
You can connect CallRail to Zoho CRM in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM with Slack, Gmail, and other apps.
Can I automatically create a Zoho CRM lead when a CallRail phone call is completed?
Frequently Asked Questions
Can I connect CallRail, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Zoho CRM?
Frequently Asked Questions
How does CallRail handle phone call data during integration?
Frequently Asked Questions
How does Zoho CRM receive lead updates from CallRail?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Zoho CRM?
Frequently Asked Questions
Is the CallRail and Zoho CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Zoho CRM With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail to marketing, analytics, and advertising tools to measure return on investment and track inbound traffic sources.
See All
CallRail Integrations arrow right
No popular apps found
Zoho CRM
Popular Zoho CRM Integrations
Sync Zoho CRM with project management, billing, and communication platforms to keep customer data working across your entire stack.
See All
Zoho CRM Integrations arrow right
No popular apps found