Formstack Forms + CallRail Integration
Integrate CallRail to Formstack Forms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create form submissions, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Submission is done in Formstack Forms Instant- Form is added in Formstack Forms
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
2.
- Create submission for a form in Formstack Forms
Trusted by experts at...
Ready Workflows for Formstack Forms + CallRail Integration
Capture lead details, create form submissions, keep your records updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 CallRail + Formstack Forms flow
Connect call data and form submissions to CRMs, email marketing tools, and analytics platforms to manage your workflow. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Hubspot (4)
Hubspot (4) +
Google Analytics 4 (3)
Google Analytics 4 (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Zendesk (3)
Zendesk (3) C
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Add every completed CallRail phone call as a Formstack Forms submission and create a contact in Salesforce.
Completed phone calls in CallRail instantly generate a Formstack Forms submission and create a new contact in Salesforce, eliminating manual data entry.
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F
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When a Formstack Forms submission is created from a CallRail call, update the matching contact in Salesforce.
Form submissions generated from CallRail calls automatically update your existing contact records in Salesforce to keep pipeline details current.
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F
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If a CallRail call is captured as a form, create a Formstack Forms submission and add an opportunity in Salesforce.
Captured forms from CallRail trigger a Formstack Forms submission and open a new sales opportunity in Salesforce instantly.
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Use Claude to summarise CallRail call data, create a Formstack Forms submission, and log a task in Salesforce.
Claude analyses call notes from CallRail before creating a Formstack Forms submission and assigning a follow-up task in Salesforce.
Supported triggers and actions for Formstack Forms and CallRail
Mix and match to build the exact automation you need
Formstack Forms Triggers & Actions
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
Try it → Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
Try it → Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
Try it → Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
Try it → Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it → Session tracker is created in CallRail
Triggers the automation when a session tracker is created
Try it → Source tracker is created in CallRail
Triggers the automation when a source tracker is created
Try it → What can you automate with CallRail + Formstack Forms?
Streamline your inbound call tracking and form data collection with automated workflows designed for your team.
📞
Create form submissions from completed phone calls
Trigger a Formstack Forms submission the moment a phone call is completed in CallRail. Eliminate manual entry and keep your submission database fully synchronized with your inbound calls.
📝
Capture every submitted field and call detail
Map all available caller details, transcripts, and form answers into separate fields instead of basic notifications. Your database becomes a reliable source for review and customer follow-up.
🔔
Notify your team as soon as a call ends
Send instant team alerts or channel messages whenever a phone call or form submission is captured. Ensure your sales or support staff can act immediately on fresh leads.
🔀
Route data based on submitted caller attributes
Perform different actions depending on the call source, campaign tracker, or form answers submitted. Direct high-value leads to specific teams while logging standard inquiries elsewhere.
🔄
Keep your records updated as interactions change
Update existing contacts, deals, or support tickets whenever subsequent call updates or form submissions occur. Maintain accurate customer histories across your entire tech stack.
👥
Prevent duplicate entries with smart lookups
Search for existing records before creating new submissions or contacts in your destination tools. Keep your database clean by updating current profiles instead of creating duplicates.
📊
Handle later status changes and tracking updates
Process outbound call completions, session updates, or source tracker events as customer statuses evolve. Keep your marketing attribution data aligned throughout the customer lifecycle.
🔌
Extend your workflow to CRMs and messaging apps
Connect CallRail and Formstack Forms with tools like Salesforce, HubSpot, or Slack to build multi-step pipelines. Pass call data directly to your CRM and alert your team in one fluid sequence.
And much more...
Who is CallRail + Formstack Forms integration for?
Marketing, sales, and operations teams depend on CallRail and Formstack Forms to capture lead data and eliminate manual form entry.
Performance marketers
Sales development reps
Account managers
Operations coordinators
Customer support leads
Data administrators
📈
Performance marketers
You're running campaigns across multiple ad sets but your reporting sheet only updates when someone manually exports call logs, 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.
⚡
Sales development reps
You need to reach out to inbound callers immediately while they're still engaged, but you find out about phone leads hours later after checking call logs manually — automating both apps means every completed call generates a submission instantly and your team can follow up right away.
📋
Account managers
You answer to clients who want to see daily call and form metrics, but compiling data across disparate platforms eats into your client strategy time — connecting these apps means all interactions flow directly into your tracking sheets and your client reports are always up to date.
🔄
Operations coordinators
The volume of inbound phone calls and web submissions is too high for anyone to keep up with by hand, leading to missed customer entries and fragmented records — this integration means every interaction is processed automatically without manual data transfer errors.
🤝
Customer support leads
You own the ticket resolution stage and depend on inbound call notifications from upstream teams to begin troubleshooting, but communication delays stall your response times — automating both apps means support requests appear in your helpdesk the moment the call ends.
🗂️
Data administrators
You need a reliable customer interaction history across all channels, but manual entry keeps leaving gaps in your primary database records — connecting these apps means every call and submission is logged consistently without missing key details.
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 Formstack Forms + CallRail
Build and manage your Formstack Forms + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Formstack Forms + 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Formstack Forms + CallRail Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect CallRail to Formstack Forms?
You can connect CallRail to Formstack Forms in one click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields with connected apps like Salesforce, Hubspot, and Slack.
Can I automatically create Formstack Forms submissions from completed CallRail phone calls?
Can I connect CallRail, Formstack Forms, and Slack?
What is a good Zapier alternative for CallRail and Formstack Forms?
How does CallRail handle phone call completion triggers in this integration?
Can Formstack Forms submissions trigger updates across other business apps?
Do I need coding skills to automate CallRail and Formstack Forms?
Is the CallRail and Formstack Forms integration free?
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