CallRail + CompanyHub Integration

Integrate CallRail to CompanyHub in one click, or tell Integrately AI how you want each call handled. Track inbound inquiries, update your CRM records, alert your sales team, and trigger follow-ups automatically.

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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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
Arrow Right
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CallRail + CompanyHub Integration

Capture phone calls, create contacts, update deals, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + CompanyHub Integration

Create CompanyHub record for new CallRail form

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

Create CompanyHub contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your CompanyHub. 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 - CompanyHub integration set up makes it easy to manage your customer relationships and grow your business.
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CallRail + CompanyHub Integration

Create CompanyHub 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 - CompanyHub integration, anytime a new CallRail contact is created, an CompanyHub 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.
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CallRail + CompanyHub Integration

Create CompanyHub deal for new CallRail form

Integrating your CompanyHub with your CallRail, can help you automatically create new deals based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This CallRail - CompanyHub integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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CallRail + CompanyHub Integration

Create CompanyHub record for new CallRail contact

When a new contact is created in your CallRail, you can automatically create a record for them in your CompanyHub. 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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CallRail + CompanyHub Integration

Create CompanyHub deal from new CallRail contact

Anytime a new contact is created in your CallRail, a new deal will automatically be created in your CompanyHub. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This CallRail - CompanyHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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CallRail + CompanyHub Integration

Create CompanyHub task for new CallRail form

It's important to stay on top of your customer relationships, and one way to do that is to create CompanyHub tasks for new CallRail forms received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CompanyHub task for new CallRail form received today - your customers will thank you for it!
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Connect more apps to your CallRail + CompanyHub flow

Route call data to messaging apps, email tools, scheduling calendars, and finance platforms the moment an inbound inquiry arrives. Pick a combination and activate it in one click.

CallRail
CompanyHub
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
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SlackSlack (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
C
C
F
When a phone call is completed in CallRail, create a contact in CompanyHub and log lead details in Facebook Lead Ads.
Completed CallRail phone calls instantly generate CompanyHub contacts while syncing lead data to Facebook Lead Ads without manual work.
C
C
F
When a phone call is completed in CallRail, create a deal in CompanyHub and notify your sales team of the Facebook Lead Ads source.
Every inbound call creates a CompanyHub deal while updating your Facebook Lead Ads campaign tracking instantly.
C
C
F
When a phone call is completed in CallRail, update records in CompanyHub and track conversion data in Facebook Lead Ads.
Existing records in CompanyHub update automatically when a CallRail call finishes, reflecting accurate Facebook Lead Ads attribution.
C
C
F
If a CallRail phone call duration exceeds two minutes, create a priority contact in CompanyHub and log it in Facebook Lead Ads.
High-value phone calls create priority records in CompanyHub and update Facebook Lead Ads tracking automatically.

Supported triggers and actions for CallRail and CompanyHub

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
CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
Try it →
Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with CallRail + CompanyHub?

Streamline your sales pipeline by turning inbound phone calls and form captures into active CRM records automatically.

What you can automate?
📞
Turn phone calls into CRM contacts instantly
Every completed phone call in CallRail automatically generates a new contact in CompanyHub. Eliminate manual transcription and ensure every inbound prospect enters your sales pipeline.
📝
Capture every submitted call form and detail
Map available CallRail form submissions and tracking data directly into CompanyHub custom table records. Your CRM database captures complete prospect information without manual copy-pasting.
🔔
Alert your sales team the moment a call finishes
Notify your team in Slack or via email as soon as an inbound phone inquiry concludes. Ensure rapid prospect response times and prevent leads from going cold.
🔀
Route leads based on submitted call criteria
Condition workflows on specific call tags, durations, or form values. Direct high-value prospects to senior reps while standard inquiries route to general queues.
🔄
Keep CompanyHub records updated in real time
Automatically update existing CompanyHub records whenever a repeat caller connects with your business. Maintain accurate interaction histories without creating duplicate files.
🔍
Search and update instead of creating duplicates
Lookup existing contacts and companies in CompanyHub before creating new entries. Keep your database clean and organized across every customer interaction.
📋
Create deals and tasks for incoming leads
Automatically generate CompanyHub deals, tasks, quotes, or sales orders the moment a call or form is captured. Streamline task assignment for your entire sales team.
🌐
Extend your workflow to external apps
Connect your CallRail and CompanyHub core flow with tools like Slack, Gmail, Calendly, or Stripe to manage team alerts, email follow-ups, and billing records.
And much more...

Who is CallRail + CompanyHub integration for?

Marketing and sales teams rely on this integration to eliminate manual data entry, connect inbound phone inquiries to CRM pipelines, and accelerate customer follow-ups.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Customer support teams
Customer support teams
Business owners
Business owners
RevOps analysts
RevOps analysts
📈
Performance marketers
You're running call-driven advertising campaigns but your CRM numbers only update when someone manually exports phone logs, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed call lands in CompanyHub instantly and your attribution data stays current.
👨‍💼
Sales managers
You need your reps to follow up on inbound inquiries immediately, but call records sit in CallRail until someone remembers to type them into CompanyHub, resulting in lost deals — automating both apps means every phone call creates a CRM contact instantly and your team can outreach without delay.
🤝
Account executives
You handle inbound phone consultations all day, but copying caller names and phone numbers into CompanyHub after every call eats into your selling time — connecting these apps means contact creation happens automatically in the background while you focus entirely on the conversation.
🎧
Customer support teams
You answer high volumes of inbound support calls that need to be logged as CompanyHub tasks, but manual entry leads to missing ticket histories and frustrated clients — this integration means every completed support call generates a structured record in your CRM without manual friction.
📊
Business owners
You depend on accurate pipeline metrics to evaluate campaign performance, but delayed data transfer between your call tracking and CRM creates blind spots in your reporting — automating both apps means your sales pipeline always reflects real-time phone conversions.
⚙️
RevOps analysts
You maintain complex data flows between marketing touchpoints and sales pipelines, but disconnected systems create recurring gaps in your customer history records — connecting these apps means clean, unified call and contact data flows seamlessly into CompanyHub every single time.
Our team

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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 CallRail + CompanyHub

Build and manage your CallRail + CompanyHub 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 + CompanyHub 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
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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 CompanyHub?
Frequently Asked Questions
You can connect CallRail to CompanyHub in one click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create a CompanyHub contact when a CallRail phone call is completed?
Frequently Asked Questions
Can I connect CallRail, CompanyHub, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and CompanyHub?
Frequently Asked Questions
How does CallRail handle phone call data during integration?
Frequently Asked Questions
How are CompanyHub deals and contacts updated through automation?
Frequently Asked Questions
Do I need coding skills to set up CallRail and CompanyHub workflows?
Frequently Asked Questions
Is the CallRail and CompanyHub integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or CompanyHub With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail with CRMs, marketing platforms, and analytics tools to track inbound phone conversions and ad performance.
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CompanyHub
Popular CompanyHub Integrations
Sync CompanyHub with e-commerce platforms, billing systems, and project management tools to streamline sales pipelines.