CallRail + JivoChat Integration

Integrate CallRail to JivoChat in one click, or tell Integrately AI how you want each call handled. Capture inbound call insights, update visitor information, alert your support team, and engage callers instantly.

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
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat Instant
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2.
  • No action found

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Ready WorkflowsReady Workflows   for CallRail + JivoChat Integration

Capture call insights, update visitor profiles, sync communication logs, and alert your team, 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

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

Connect more apps to your CallRail + JivoChat flow

Teams often need to sync customer conversations with CRMs and support desks once calls and chats are captured. Pick a combination and activate it in one click.

CallRail
JivoChat
+
HubspotHubspot (6)
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SalesforceSalesforce (6)
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Google Analytics 4Google Analytics 4 (6)
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SlackSlack (6)
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MailchimpMailchimp (6)
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ZendeskZendesk (6)
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Add every completed CallRail phone call to your HubSpot CRM, and update visitor information in JivoChat
New CallRail phone calls appear in HubSpot as new contacts instantly while JivoChat updates visitor records, so your sales team never misses a lead.
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Notify your HubSpot team when a CallRail form is captured, and send a message in JivoChat
CallRail form submissions instantly create HubSpot deals and trigger live messages in JivoChat for rapid follow-up.
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When an outbound call is completed in CallRail, update the HubSpot contact and sync records in JivoChat
Completed outbound calls in CallRail update HubSpot contact records and refresh JivoChat visitor details automatically.
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Create a HubSpot task for every finished JivoChat conversation, and log the session tracker in CallRail
Finished JivoChat chats create follow-up tasks in HubSpot while registering tracking sessions in CallRail.
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If a CallRail SMS is received, update JivoChat visitor status and create a HubSpot ticket
Incoming CallRail text messages update JivoChat visitor logs and open support tickets in HubSpot instantly.
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Use Claude to summarise CallRail call transcripts, update JivoChat records, and create HubSpot notes
Claude analyses completed CallRail calls, updates JivoChat visitor records, and logs structured notes in HubSpot.

Supported triggers and actions for CallRail and JivoChat

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
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
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Instant
Form is captured in CallRail
Triggers the automation when a form is submitted
Try it →
User is created in CallRail
Triggers the automation when a new user is created
Try it →
Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
Try it →
Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it →
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
Try it →
Source tracker is created in CallRail
Triggers the automation when a source tracker is created
Try it →
No action is available
JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it →
Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it →
Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with CallRail + JivoChat?

Synchronise call data with chat histories, update visitor profiles, and trigger instant team alerts across your communication channels.

What you can automate?
📞
Sync phone calls to live chat visitor profiles
Automatically update visitor information in JivoChat whenever a phone call is completed in CallRail, ensuring your support agents have full context of inbound caller history.
📋
Capture every submitted form and chat detail
Map available CallRail form submissions and JivoChat chat transcripts into structured CRM records instead of losing critical interaction details in manual notes.
🔔
Alert your team instantly on new communications
Send immediate notifications to your team whenever an offline message is received in JivoChat or an inbound phone call is completed in CallRail.
🔀
Route communications based on submitted fields
Trigger different follow-up actions depending on the specific visitor data or call source captured in CallRail and JivoChat.
🔄
Keep visitor records up to date as chats progress
Automatically refresh visitor information in JivoChat and session trackers in CallRail as customer conversations evolve and finish.
🛡️
Add or update records without creating duplicates
Ensure incoming call data and chat interactions match existing visitor profiles and company records rather than generating redundant entries.
⏱️
Handle completed chats and finished calls seamlessly
Trigger automated follow-up tasks and logging operations the moment a chat session finishes in JivoChat or an outbound call completes in CallRail.
🌐
Extend your workflow to external CRM and support apps
Connect your core CallRail and JivoChat flow with HubSpot, Salesforce, Slack, or Zendesk to keep your entire software stack synchronised.
And much more...

Who is CallRail + JivoChat integration for?

Marketing and support teams relying on phone and chat channels benefit by eliminating manual data entry and keeping customer interactions perfectly synchronised.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Client success managers
Client success managers
Support operations teams
Support operations teams
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking metrics only update when someone manually exports phone and chat data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new call and chat lands instantly and your data stays current.
Customer support leads
You manage incoming visitor inquiries and inbound phone lines but discover missed leads long after callers hang up, so response times slip and client satisfaction drops — with this integration, every interaction triggers immediate alerts and your team acts instantly.
🤝
Client success managers
You report on campaign attribution and communication history to external stakeholders who expect complete visibility into every touchpoint, so piecing together chat logs and phone records takes hours — with this integration, all communication data is unified and your reporting is always ready.
📊
Support operations teams
You handle high volumes of customer inquiries across live chat and phone channels where manual logging leads to missed follow-ups and fragmented visitor records, so operational efficiency suffers — with this integration, every ticket and call record is automatically structured without manual work.
💼
Sales representatives
You depend on upstream lead capture from phone calls and chats to initiate outreach, but delays in data handoff mean hot prospects cool down before initial contact, so conversion rates stall — with this integration, lead handoffs occur instantly and your sales pipeline stays primed.
🗂️
Operations directors
You need reliable communication history across all customer touchpoints but keep finding data gaps between phone tracking and live chat tools, so audits and analytics are unreliable — with this integration, complete interaction logs flow seamlessly into your systems.
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 CallRail + JivoChat

Build and manage your CallRail + JivoChat 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 + JivoChat 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 JivoChat?
Frequently Asked Questions
You can connect CallRail to JivoChat instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation. Simply select your triggers and actions to sync call data with your live chat platform.
Can I automatically send CallRail call data to JivoChat?
Frequently Asked Questions
Can I connect CallRail, JivoChat, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and JivoChat?
Frequently Asked Questions
How are phone call records managed between CallRail and JivoChat?
Frequently Asked Questions
How does JivoChat handle visitor updates during an active integration?
Frequently Asked Questions
Can I automate my CallRail and JivoChat workflows without writing code?
Frequently Asked Questions
Is the CallRail and JivoChat integration free?
Frequently Asked Questions
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