Act! 365 + CallRail Integration

Q: Can I automatically create Act! 365 contacts from CallRail phone calls?

Yes, every completed phone call in CallRail can automatically create an Act! 365 contact. You can start with a ready automation in 1 click or use Integrately AI to customise your workflow.

Q: Can I connect Act! 365, CallRail, and Slack?

Yes, you can connect Act! 365, CallRail, and Slack in a single multi-step workflow. When a phone call is completed in CallRail, it creates a contact in Act! 365 and sends a notification to Slack, along with Salesforce, Mailchimp, and 1,500+ other apps.

Q: What is a good Zapier alternative for Act! 365 and CallRail?

Integrately is a top-rated alternative for connecting Act! 365 and CallRail, offering 20 million+ ready templates, 1-click setup, and AI-assisted workflow building at 3x to 10x lower cost.

Q: How does Act! 365 handle contact creation from phone calls?

Act! 365 creates new contact records using caller details captured from completed CallRail phone calls. There's a ready template — start from the Act! 365 and CallRail integration.

Q: Can CallRail form captures trigger Act! 365 contact creation?

Yes, form captures in CallRail can instantly trigger new contact creation in Act! 365. There's a ready template — start from the Act! 365 and CallRail integration.

Q: Do I need coding skills to automate Act! 365 and CallRail?

No coding skills are needed to connect Act! 365 and CallRail. You can use ready templates or ask Integrately AI to build the workflow for you.

Q: Is the Act! 365 and CallRail integration free?

The Act! 365 and CallRail integration is available on Integrately with a free forever plan. You can start automating your workflows today.

Integrate Act! 365 to CallRail in one click, or tell Integrately AI how you want each phone call handled. Log call details, create contacts in your CRM, alert your team, and track advertising ROI automatically.

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New contact is created in Act! 365
Phone call is completed in CallRail Instant
Phone call is updated in CallRail Instant
Phone call is started in CallRail Instant
Outbound call is completed in CallRail Instant
Form is captured in CallRail Instant
User is created in CallRail
SMS is sent in CallRail Instant
SMS is received in CallRail Instant
Company is created in CallRail
Session tracker is created in CallRail
Source tracker is created in CallRail

Create contact in Act! 365

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Ready Workflows for Act! 365 + CallRail Integration

Capture phone calls, create CRM contacts, keep records updated, alert your team, and track conversions, all in just one click.

Create Act! 365 contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Create Act! 365 contact for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Act! 365 integration, anytime a new CallRail contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Form is captured in CallRail > Check any condition > Create contact in Act! 365

CallRail + Act! 365 Integration

Activate

When User is created in CallRail > Check condition > Create contact in Act! 365

CallRail + Act! 365 Integration

Activate

Create contact in Act! 365 for Phone call is started in CallRail

CallRail + Act! 365 Integration

Activate

Create Act! 365 contact for new CallRail sms

CallRail + Act! 365 Integration

Activate

1of1

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

Connect more apps to your Act! 365 + CallRail flow

Sync call data with your CRM, messaging tools, and marketing platforms to manage leads and follow up faster. Pick a combination and activate it in one click.

Salesforce (3)

Mailchimp (3)

Slack (3)

Google Calendar (3)

Calendly (3)

Stripe (3)

Create an Act! 365 contact and a Salesforce lead when a CallRail phone call is completed

Every completed CallRail phone call instantly creates an Act! 365 contact and a Salesforce lead, removing manual entry and keeping both systems aligned.

When a CallRail phone call is completed, create an Act! 365 contact and open a follow-up task in Salesforce

Ensure every inbound call generates an Act! 365 contact and a scheduled Salesforce task so your sales reps never miss a follow-up.

Use Claude to qualify CallRail phone calls, create Act! 365 contacts, and log notes in Salesforce

Use Claude to evaluate call transcripts from completed CallRail calls before creating Act! 365 contacts and logging qualified notes in Salesforce.

Create an Act! 365 contact and add a Mailchimp subscriber when a CallRail phone call is completed

Turn callers into newsletter subscribers and CRM contacts automatically by connecting CallRail, Act! 365, and Mailchimp in one click.

When a CallRail form is captured, create an Act! 365 contact and add a tagged subscriber in Mailchimp

Capture form submissions from CallRail, create Act! 365 contacts, and add tagged subscribers to Mailchimp lists instantly.

Use Gemini to segment CallRail callers, create Act! 365 contacts, and add subscribers in Mailchimp

Use Gemini to categorize call enquiries, create Act! 365 contacts, and add callers to targeted Mailchimp audience lists.

Create an Act! 365 contact and notify your sales team in Slack when a CallRail phone call is completed

Keep your team instantly informed in Slack while automatically creating an Act! 365 contact for every completed CallRail phone call.

If a CallRail phone call is marked as a qualified lead, create an Act! 365 contact and alert Slack

Filter high-value phone calls in CallRail to automatically create Act! 365 contacts and send priority alerts to Slack.

Use ChatGPT to summarise completed CallRail calls, create Act! 365 contacts, and post briefings in Slack

Use ChatGPT to generate call summaries from CallRail phone calls, create Act! 365 contacts, and share insights in Slack.

Create an Act! 365 contact and schedule a Google Calendar follow-up event when a CallRail phone call is completed

Schedule follow-up meetings in Google Calendar and create Act! 365 contacts instantly when a CallRail phone call is completed.

When a CallRail form is captured, create an Act! 365 contact and book a Google Calendar consultation

Convert form captures from CallRail into Act! 365 contacts and schedule consultation slots in Google Calendar automatically.

Use Gemini to parse CallRail call bookings, create Act! 365 contacts, and add Google Calendar events

Use Gemini to extract meeting times from CallRail conversations, create Act! 365 contacts, and add Google Calendar events.

Create an Act! 365 contact and invite callers to Calendly when a CallRail phone call is completed

Send Calendly booking links and create Act! 365 contacts automatically when a CallRail phone call concludes.

When a CallRail form is captured, create an Act! 365 contact and generate a Calendly booking link

Capture CallRail form submissions, create Act! 365 contacts, and trigger automated Calendly invitations instantly.

Use Claude to evaluate CallRail call intent, create Act! 365 contacts, and trigger Calendly invites

Use Claude to assess CallRail lead intent, create Act! 365 contacts, and send customized Calendly booking links.

Create an Act! 365 contact and generate a Stripe customer record when a CallRail phone call is completed

Turn phone enquiries into Act! 365 contacts and Stripe customer profiles instantly when a CallRail call is completed.

When a CallRail form is captured, create an Act! 365 contact and create a Stripe payment invoice

Capture CallRail form submissions, create Act! 365 contacts, and generate Stripe invoices automatically for quick billing.

Use ChatGPT to analyze CallRail call notes, create Act! 365 contacts, and create Stripe customer subscriptions

Use ChatGPT to parse call requirements, create Act! 365 contacts, and set up Stripe subscriptions automatically.

Supported triggers and actions for Act! 365 and CallRail

Mix and match to build the exact automation you need

Act! 365 Triggers & Actions

New contact is created in Act! 365

Triggers the automation when a new contact is added

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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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What can you automate with Act! 365 + CallRail?

Turn phone calls into CRM contacts and streamline your entire lead capture and follow-up process.

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📞

Create CRM contacts from completed calls

Automatically generate a new Act! 365 contact the moment a phone call is completed in CallRail. Eliminate manual data entry and ensure every caller is logged.

📋

Capture every submitted call form detail

Map all available CallRail form fields and caller details directly into your Act! 365 contact records. Keep comprehensive data for every enquiry.

🔔

Alert your team instantly on messaging apps

Notify your sales channel the second a high-value phone call finishes in CallRail. Respond faster and increase your conversion rates.

🔀

Route leads based on call source and duration

Apply conditional rules to route callers based on source trackers or call duration, creating specialized follow-up tasks in Act! 365.

🔄

Keep contact records up to date as calls update

Synchronize call updates and duration changes between CallRail and Act! 365 to maintain accurate customer histories over time.

🔍

Prevent duplicate records with smart matching

Search existing Act! 365 records before creating new contacts from incoming CallRail calls, preventing duplicate entries in your database.

⏳

Handle missed calls and follow-ups automatically

Trigger automated tasks or notifications when a phone call is missed or unanswered in CallRail, ensuring zero dropped leads.

🔗

Extend call data into your wider tech stack

Connect CallRail and Act! 365 with third-party tools like Slack or Google Calendar to build comprehensive multi-step automation workflows.

And much more...

Who is Act! 365 + CallRail integration for?

Connecting Act! 365 and CallRail helps sales, marketing, and support teams capture call insights, eliminate manual data entry, and follow up with leads instantly.

Performance marketers

Sales development teams

Agency account managers

High-volume sales floors

Inbound sales reps

Operations managers

📈

Performance marketers

You're running ad campaigns and tracking inbound call volume, but your CRM contacts only update when someone manually exports call logs, so your ROI reports are always hours behind — automating both apps means every completed call creates an Act! 365 contact instantly and your attribution data stays current.

⚡

Sales development teams

You rely on rapid phone follow-ups to close deals, but reps find out about inbound calls too late because lead records are created manually, so warm prospects grow cold — this integration means every CallRail phone call populates an Act! 365 contact immediately so reps can call back within minutes.

🤝

Agency account managers

You answer to clients who want immediate proof that their advertising spend is driving phone enquiries, but compiling call reports takes hours of manual record checking — with this integration, every CallRail call and Act! 365 contact record is logged automatically for instant client reporting.

📊

High-volume sales floors

You handle hundreds of inbound calls daily, and manual data entry leads to missing contact records and lost sales opportunities — automating both apps means every completed phone call generates an accurate Act! 365 contact without manual workload.

🎯

Inbound sales reps

You depend on marketing teams to hand over call details before you can reach out, but communication bottlenecks delay your outreach — connecting these apps means every CallRail call populates your Act! 365 contact list instantly so you can start selling right away.

🗂️

Operations managers

You need a complete audit trail of customer phone interactions, but scattered call logs create gaps in your customer history records — with this integration, every completed call and form capture is securely recorded as an Act! 365 contact with no missing entries.

Try This Integration – No Code Needed

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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 Act! 365 + CallRail

Build and manage your Act! 365 + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Act! 365 + CallRail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Act! 365 to CallRail?

You can connect Act! 365 to CallRail in 1 click using ready workflows on Integrately, or ask Integrately AI to build your integration. It syncs call data with Salesforce, Slack, and 1,500+ other apps instantly.

Can I automatically create Act! 365 contacts from CallRail phone calls?

Can I connect Act! 365, CallRail, and Slack?

What is a good Zapier alternative for Act! 365 and CallRail?

How does Act! 365 handle contact creation from phone calls?

Can CallRail form captures trigger Act! 365 contact creation?

Do I need coding skills to automate Act! 365 and CallRail?

Is the Act! 365 and CallRail integration free?

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 Act! 365 or CallRail With 1500+ Other Apps

Popular Act! 365 Integrations

Connect Act! 365 to marketing, email, and project management tools to streamline your sales pipeline.

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Act! 365 Integrations

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Popular CallRail Integrations

Sync CallRail with CRM, analytics, and reporting platforms to track advertising ROI and call quality.

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CallRail Integrations

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Act! 365 + CallRail Integration

Integrate Act! 365 to CallRail in one click, or tell Integrately AI how you want each phone call handled. Log call details, create contacts in your CRM, alert your team, and track advertising ROI automatically.

Trusted by experts at...

Ready Workflows for Act! 365 + CallRail Integration

Capture phone calls, create CRM contacts, keep records updated, alert your team, and track conversions, all in just one click.

Create Act! 365 contact for new CallRail form

Create Act! 365 contact for new CallRail contact

When Form is captured in CallRail > Check any condition > Create contact in Act! 365

When User is created in CallRail > Check condition > Create contact in Act! 365

Create contact in Act! 365 for Phone call is started in CallRail

Create Act! 365 contact for new CallRail sms

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

Connect more apps to your Act! 365 + CallRail flow

Sync call data with your CRM, messaging tools, and marketing platforms to manage leads and follow up faster. Pick a combination and activate it in one click.

Supported triggers and actions for Act! 365 and CallRail

Mix and match to build the exact automation you need

What can you automate with Act! 365 + CallRail?

Turn phone calls into CRM contacts and streamline your entire lead capture and follow-up process.

Who is Act! 365 + CallRail integration for?

Connecting Act! 365 and CallRail helps sales, marketing, and support teams capture call insights, eliminate manual data entry, and follow up with leads instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Act! 365 + CallRail

Build and manage your Act! 365 + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or CallRail With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Act! 365 + CallRail Integration

Integrate Act! 365 to CallRail in one click, or tell Integrately AI how you want each phone call handled. Log call details, create contacts in your CRM, alert your team, and track advertising ROI automatically.

Trusted by experts at...

Ready Workflows for Act! 365 + CallRail Integration

Capture phone calls, create CRM contacts, keep records updated, alert your team, and track conversions, all in just one click.

Create Act! 365 contact for new CallRail form

Create Act! 365 contact for new CallRail contact

When Form is captured in CallRail > Check any condition > Create contact in Act! 365

When User is created in CallRail > Check condition > Create contact in Act! 365

Create contact in Act! 365 for Phone call is started in CallRail

Create Act! 365 contact for new CallRail sms

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

Connect more apps to your Act! 365 + CallRail flow

Sync call data with your CRM, messaging tools, and marketing platforms to manage leads and follow up faster. Pick a combination and activate it in one click.

Supported triggers and actions for Act! 365 and CallRail

Mix and match to build the exact automation you need

What can you automate with Act! 365 + CallRail?

Turn phone calls into CRM contacts and streamline your entire lead capture and follow-up process.

Who is Act! 365 + CallRail integration for?

Connecting Act! 365 and CallRail helps sales, marketing, and support teams capture call insights, eliminate manual data entry, and follow up with leads instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Act! 365 + CallRail

Build and manage your Act! 365 + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or CallRail With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click