Agile CRM + CallRail Integration

Integrate Agile CRM to CallRail in one click, or tell Integrately AI how you want each call handled. Track phone performance, create contacts and tasks, add notes, and trigger marketing campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile 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.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

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Ready WorkflowsReady Workflows   for Agile CRM + CallRail Integration

Capture inbound calls, create contacts, log details, update deals, and trigger campaigns, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + CallRail flow

Send call data to CRMs, spreadsheets, messaging channels, and email tools the moment an inbound call completes. Pick a combination and activate it in one click.

Agile CRM
CallRail
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
+
MailchimpMailchimp (4)
+
SlackSlack (6)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
C
A
F
When a CallRail phone call is completed, create an Agile CRM contact and add lead details to Facebook Lead Ads
Completed CallRail calls instantly populate Agile CRM as new contacts and update your Facebook Lead Ads records without manual data entry.
C
A
F
When a CallRail phone call is started, create an Agile CRM task and log the interaction in Facebook Lead Ads
Active phone calls trigger instant Agile CRM tasks and update Facebook Lead Ads records so your team never misses a follow-up.
C
A
F
When a CallRail form is captured, create an Agile CRM deal and update Facebook Lead Ads records
Captured CallRail forms generate new Agile CRM deals and update Facebook Lead Ads automatically to speed up pipeline review.
C
A
F
When an outbound call is completed in CallRail, update Agile CRM contacts and log details in Facebook Lead Ads
Completed outbound calls update Agile CRM contact records and sync activity back to Facebook Lead Ads seamlessly.

Supported triggers and actions for Agile CRM and CallRail

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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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 Agile CRM + CallRail?

Streamline your customer communications by syncing phone calls, capturing form submissions, and updating CRM records automatically.

What you can automate?
📞
Sync completed phone calls to CRM contacts
Turn every completed CallRail phone call into a new contact or updated record in Agile CRM. Eliminate manual data entry and ensure every caller is logged.
📝
Capture every submitted call tracking form
Map all form submissions captured in CallRail directly into Agile CRM deals and tasks. Ensure no prospect inquiry or customer detail is ever lost.
🔔
Alert your team instantly on communication apps
Send instant notifications to your sales or support channels whenever a phone call starts or completes. Keep your team informed and ready to act.
🔀
Route records based on submitted call data
Trigger different actions in Agile CRM depending on specific call parameters, form fields, or source trackers. Direct leads to the right workflow automatically.
🔄
Keep CRM records updated as calls change
Update existing Agile CRM contacts, companies, and deals whenever phone call details or notes are modified in CallRail. Maintain data accuracy effortlessly.
🔍
Search and update instead of creating duplicates
Check whether a caller already exists in Agile CRM before creating a new record. Keep your database clean and organized without duplicate entries.
📊
Handle tracking events and source updates
Log session trackers, source trackers, and outbound call results across your connected workflows. Keep your attribution and marketing metrics fully aligned.
🔗
Extend call flows to external tools
Connect your Agile CRM and CallRail workflow to Google Sheets, Slack, Mailchimp, or Calendly for multi-step automation. Coordinate your entire tech stack.
And much more...

Who is Agile CRM + CallRail integration for?

Revenue teams, marketers, and support managers rely on automated call logging and contact synchronization to eliminate manual data entry and accelerate follow-ups.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account executives
Account executives
Customer support leads
Customer support leads
Business development managers
Business development managers
Operations directors
Operations directors
📈
Performance marketers
You're running advertising campaigns driven by inbound phone calls, but your tracking metrics only update when someone manually exports call logs, so the conversion counts you're optimising against are always outdated — with this integration, every completed call lands in Agile CRM instantly and your campaign data stays current.
Sales development reps
You need to reach out to inbound callers immediately while they're still engaged, but manual contact creation slows you down and leads slip away — with this integration, every new call triggers instant contact creation and task scheduling so you can follow up without delay.
📋
Account executives
You answer to sales managers who want to review pipeline progress and call activity reports every morning, but scattered notes leave gaps in your deal history — this integration means every inbound call updates your Agile CRM deals automatically and maintains a reliable audit trail.
🔄
Customer support leads
Your support queue handles high volumes of inbound inquiries and follow-up calls every single day, making manual ticket logging impossible to keep up with — automating both apps means every completed call updates customer records and keeps your team aligned without manual effort.
🤝
Business development managers
You depend on marketing teams to pass over call tracking details before you can initiate outreach, causing frustrating handoff delays — connecting these apps means every form capture and call completion flows straight into your CRM pipeline for instant outreach.
🗂️
Operations directors
You need a complete and reliable history of customer interactions across phone calls and CRM records, but manual data entry leads to missing entries and errors — with this integration, every call interaction is recorded accurately across your tools.
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 Agile CRM + CallRail

Build and manage your Agile 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 Agile 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
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to CallRail?
Frequently Asked Questions
You can connect Agile CRM to CallRail in one click using pre-built templates or ask Integrately AI to build the automation. Simply select your ready workflow, authenticate your accounts, and let it sync contacts and calls instantly with tools like Slack and Google Sheets.
How do I sync CallRail phone calls with Agile CRM contacts?
Frequently Asked Questions
Can I connect Agile CRM, CallRail, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and CallRail?
Frequently Asked Questions
How does Agile CRM handle new contacts created from phone calls?
Frequently Asked Questions
What CallRail events can trigger an automation in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and CallRail?
Frequently Asked Questions
Is the Agile CRM and CallRail integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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