CallRail + Crisp Integration

Integrate CallRail to Crisp in one click, or tell Integrately AI how you want each lead handled. Sync call details, create contacts, update conversation sessions, and trigger follow-ups 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
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
Arrow Right
2.
  • Crisp
    Create contact in Crisp
  • Crisp
    Search contact in Crisp
  • Crisp
    Update contact in Crisp
  • Crisp
    Add a user event in Crisp
  • Crisp
    Search conversation in Crisp
  • Crisp
    Set contact custom data in Crisp

Trusted by experts at...

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Ready Workflows Ready Workflows for CallRail + Crisp Integration

Capture calls, create contacts, update conversations, and send notifications, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Crisp Integration

Create Crisp contact for new CallRail form

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

Create Crisp 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 - Crisp integration, anytime a new CallRail contact is created, an Crisp 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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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 + Crisp flow

Send new leads to your CRM, alert your team in messaging apps, and keep your spreadsheets updated instantly. Pick a combination and activate it in one click.

CallRail
Crisp
+
HubspotHubspot (5)
+
SalesforceSalesforce (5)
+
PipedrivePipedrive (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
+
GmailGmail (5)
C
C
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When a phone call is completed in CallRail, create a contact in Crisp and add a new contact in HubSpot.
CallRail call details land in Crisp and HubSpot instantly, eliminating manual data entry for your sales team.
C
C
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When a form is captured in CallRail, create a contact in Crisp and create a deal in HubSpot.
Every form submission triggers a new contact in Crisp and a deal in HubSpot without delay.
C
C
H
When an SMS is received in CallRail, update the contact in Crisp and update the contact in HubSpot.
Incoming text messages update your Crisp contacts and HubSpot records automatically.
C
C
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Use Claude to qualify every CallRail form submission, create a contact in Crisp, and add a deal in HubSpot.
Claude analyses incoming form submissions so qualified leads immediately create Crisp contacts and HubSpot deals.
C
C
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When a user is created in CallRail, add a contact in Crisp and create a task in HubSpot.
New user records in CallRail automatically generate Crisp contacts and follow-up tasks in HubSpot.

Supported triggers and actions for CallRail and Crisp

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
Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
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Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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What can you automate with CallRail + Crisp?

Streamline your call tracking and customer communication workflows with robust, automated data synchronisation.

What you can automate?
📞
Sync phone calls to customer chats instantly
Turn every completed phone call in CallRail into a new contact in Crisp automatically, ensuring your support team has immediate access to caller information.
📝
Capture every submitted form field
Map all submitted form details from CallRail directly into Crisp custom data fields rather than just basic names and email addresses.
🔔
Notify your team the moment a call ends
Trigger instant alerts in Slack or Gmail whenever a high-value phone call or form submission is captured in CallRail.
🔀
Route records based on submitted criteria
Set up conditional workflows that direct specific call tags or form answers to designated support agents in Crisp.
🔄
Keep contact records updated continuously
Update existing Crisp contacts whenever subsequent phone calls, outbound logs, or form updates occur in CallRail.
🔍
Prevent duplicate records automatically
Search existing contacts in Crisp before creating new entries, ensuring clean customer profiles across your platform.
📅
Handle later status changes and follow-ups
Trigger follow-up tasks or update conversation custom data in Crisp when phone call statuses or session details change.
📈
Extend workflows to external spreadsheets
Log every CallRail event and Crisp contact into Google Sheets or your CRM for advanced reporting and cross-team visibility.
And much more...

Who is CallRail + Crisp integration for?

Marketing, support, and sales teams rely on CallRail and Crisp automation to eliminate manual data entry, accelerate response times, and keep customer records synchronised across channels.

Performance marketers
Performance marketers
Support team leads
Support team leads
Account managers
Account managers
Sales operations specialists
Sales operations specialists
Customer success managers
Customer success managers
Data analysts
Data analysts
📈
Performance marketers
You're running multi-channel campaigns but your reporting sheet only updates when someone manually exports phone calls and leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new call lands in your system instantly and your tracking stays current.
Support team leads
You need to act fast on inbound customer inquiries, but call details take too long to reach your chat agents, leaving clients waiting while records are updated by hand — automating both apps means every phone call immediately creates a Crisp contact and your team responds without delay.
🤝
Account managers
You answer to stakeholders who expect real-time progress updates, but tracking down call notes and form submissions across disconnected apps slows down your reporting workflow — connecting these apps means your interaction history updates automatically and client reviews are always accurate.
📊
Sales operations specialists
The inbound call volume is too high for anyone to keep up by hand, resulting in missed leads and inconsistent contact records across your customer database — with this integration, every phone call and form submission is captured and routed without human error.
🔄
Customer success managers
You own the onboarding stage and depend on upstream teams to hand over call details, but manual handoffs cause communication gaps and delayed responses — automating both apps means contact records are created the moment a call finishes so onboarding starts immediately.
📁
Data analysts
You need a reliable communication history for accurate attribution modeling, but you keep finding missing form submissions and unlogged phone interactions in your database — integrating these apps means every event is recorded cleanly with zero gaps in your historical data.
Our team

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Why choose Integrately to automate CallRail + Crisp

Build and manage your CallRail + Crisp 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 + Crisp 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 Crisp?
Frequently Asked Questions
You can connect CallRail to Crisp in one click using ready-made workflows on Integrately, or ask Integrately AI to build your automation. It integrates smoothly with tools like Hubspot, Slack, and Google Sheets.
How can I automatically create Crisp contacts from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Crisp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Crisp?
Frequently Asked Questions
How are completed phone calls tracked from CallRail into Crisp?
Frequently Asked Questions
Can I update existing Crisp contacts when CallRail data changes?
Frequently Asked Questions
Do I need coding skills to set up CallRail and Crisp automations?
Frequently Asked Questions
Is the CallRail and Crisp integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Crisp With 1500+ Other Apps

CallRail
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Crisp
Popular Crisp Integrations
Connect Crisp with helpdesk ticketing, email marketing, and team collaboration tools to streamline customer support operations.
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