CallRail + Dialpad Integration

Integrate CallRail to Dialpad in one click, or tell Integrately AI how you want each contact handled. Log phone calls, create contacts in Dialpad, send follow-up SMS messages, and alert your team 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
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.

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Ready Workflows Ready Workflows for CallRail + Dialpad Integration

Capture calls, create contacts, send SMS messages, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Dialpad Integration

Send Dialpad message for new CallRail form

When you receive a new CallRail form, you can automatically send a Dialpad message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Dialpad message today. Your future self will thank you.
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CallRail + Dialpad Integration

Send Dialpad message for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a message through Dialpad letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this CallRail - Dialpad integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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CallRail + Dialpad Integration

Send message from Dialpad for new sms received in CallRail

There are many reasons why you would want to send an message in Dialpad when a text message is received in CallRail.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of sms.

No matter what your reason, setting up message notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CallRail + Dialpad flow

Streamline customer communication and tracking by connecting your CRM, messaging, and spreadsheet tools after your core workflow finishes. Pick a combination and activate it in one click.

CallRail
Dialpad
+
HubspotHubspot (4)
+
SalesforceSalesforce (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
C
D
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Add every completed CallRail phone call as a contact in Dialpad, and create the contact in HubSpot
Completed CallRail phone calls instantly create a contact in Dialpad and a matching contact in HubSpot, removing manual data entry.
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D
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Send an SMS in Dialpad when a CallRail phone call is completed, and create a task in HubSpot
Send immediate follow-up messages in Dialpad and log task reminders in HubSpot after every completed CallRail call.
C
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If a CallRail form is captured, send an SMS in Dialpad and create a deal in HubSpot
Capture new web submissions from CallRail, message leads via Dialpad, and open sales deals in HubSpot instantly.
C
D
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When a Dialpad call state is updated, create a contact in Dialpad and update the contact in HubSpot
Sync updated call statuses to Dialpad contacts and keep your HubSpot records current as conversations progress.

Supported triggers and actions for CallRail and Dialpad

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
Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
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What can you automate with CallRail + Dialpad?

Streamline phone tracking, customer communication, and contact management by connecting CallRail and Dialpad.

What you can automate?
📞
Sync phone calls to contacts automatically
Turn every completed CallRail phone call into a newly created contact in Dialpad without touching a keyboard. Eliminate manual data entry and ensure every caller is saved.
📝
Capture every submitted form detail
Map all available answers from CallRail form captures into separate records and fields. Ensure your customer database retains every piece of submitted information.
🔔
Notify your team the moment calls happen
Alert your sales or support staff instantly via team messaging channels whenever a phone call is completed or a form is captured.
🔀
Route communications based on call source
Trigger different automated messaging sequences in Dialpad depending on the specific campaign or tracking source identified in CallRail.
🔄
Keep records updated as call states change
Synchronize ongoing conversation updates and call state changes across your connected apps so your team always views the latest status.
🧩
Prevent duplicates with smart contact creation
Create or update existing contact entries automatically based on phone numbers and email addresses, avoiding cluttered duplicate records.
📅
Manage follow-ups after completed calls
Trigger automated follow-up SMS messages, calendar bookings, or task creation immediately after an inbound or outbound call finishes.
🌐
Extend your workflow to team chat apps
Connect your CallRail and Dialpad pipeline with Slack or Google Sheets to broadcast updates and maintain comprehensive tracking logs.
And much more...

Who is CallRail + Dialpad integration for?

Teams managing inbound phone traffic, call analytics, and digital messaging rely on this integration to keep customer data perfectly synchronized.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Support leads
Support leads
Business development reps
Business development reps
Operations directors
Operations directors
📈
Performance marketers
You're running multi-channel advertising campaigns and reviewing call tracking metrics, but your reporting sheets only update when someone manually exports phone leads, so your attribution counts are always hours behind — with this integration, every completed call populates your records instantly and your conversion data stays current.
⚡
Sales managers
You manage incoming phone leads that require immediate outbound messaging and CRM logging, but manual data entry causes delayed follow-ups and missed conversion windows — with this integration, every phone call automatically creates contacts and triggers instant communication across your apps.
📊
Account managers
You present communication summaries and phone metrics to stakeholders who demand up-to-date tracking logs, but manual logging introduces frustrating gaps in your client history — with this integration, every call interaction is recorded automatically and your progress reports remain accurate.
🎧
Support leads
You handle high call volumes where customer requests need to be routed and documented without manual delay, but overwhelming call traffic leads to dropped notes and incomplete customer profiles — with this integration, every call state change updates your support database seamlessly.
🤝
Business development reps
You depend on upstream lead generation data to initiate outbound sales calls and messaging workflows, but delays in handoffs slow down your outreach momentum — with this integration, every captured form or completed call triggers your messaging sequence instantly.
🗂️
Operations directors
You oversee communication pipelines that require a complete, unblemished history of every customer interaction, but disconnected phone tools lead to scattered records and missing audit trails — with this integration, every call and message is captured reliably from end to end.
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Why choose Integrately to automate CallRail + Dialpad

Build and manage your CallRail + Dialpad 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 + Dialpad 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
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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 Dialpad?
Frequently Asked Questions
You can connect CallRail to Dialpad in 1 click using ready templates on Integrately, or use Integrately AI to set up custom multi-step workflows with apps like Slack, HubSpot, and Google Sheets.
Can I automatically create Dialpad contacts from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Dialpad, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Dialpad?
Frequently Asked Questions
How does CallRail data trigger actions in Dialpad?
Frequently Asked Questions
Can Dialpad updates trigger workflows?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Dialpad?
Frequently Asked Questions
Is the CallRail and Dialpad integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Dialpad With 1500+ Other Apps

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Dialpad
Popular Dialpad Integrations
Sync Dialpad with customer support, project management, and scheduling apps to streamline communication workflows.
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