CallRail + Marketo Integration

Integrate CallRail to Marketo in one click, or tell Integrately AI how you want each lead handled. Track call metrics, create or update persons, add them to lists, and update opportunities 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
Arrow Right
2.
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for CallRail + Marketo Integration

Capture phone call details, create or update persons in Marketo, add them to specific lists, update opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Marketo Integration

Create Marketo contact for new CallRail form

Automatically creating Marketo contact for new CallRail form can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Marketo contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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CallRail + Marketo Integration

Create Marketo contact for new CallRail contact

If you're using CallRail to manage your sales leads, it's important to also use Marketo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CallRail, a corresponding contact will automatically be created in Marketo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your CallRail + Marketo flow

Sync your call data and marketing campaigns with your CRM, support tickets, and team channels. Pick a combination and activate it in one click.

CallRail
Marketo
+
SalesforceSalesforce (8)
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Google Analytics 4Google Analytics 4 (8)
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HubspotHubspot (8)
+
SlackSlack (8)
+
ZoomZoom (8)
+
GmailGmail (8)
C
M
S
When a phone call is completed in CallRail, create or update the person in Marketo and add a contact in Salesforce
Every completed call in CallRail updates your person record in Marketo and logs a new contact in Salesforce instantly.
C
M
S
When a form is captured in CallRail, update the person in Marketo and create a task in Salesforce
Form submissions captured in CallRail update Marketo persons and automatically open follow-up tasks in Salesforce.
C
M
S
When a phone call is updated in CallRail, update the person in Marketo and update the lead in Salesforce
Call updates in CallRail refresh person records in Marketo and adjust the corresponding lead details in Salesforce.
C
M
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When an SMS is received in CallRail, update the person in Marketo and create a case in Salesforce
Inbound text messages in CallRail update Marketo profiles and generate support cases in Salesforce automatically.
C
M
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If a phone call duration exceeds five minutes, update the person in Marketo and create an opportunity in Salesforce
Longer high-value calls in CallRail update Marketo persons and automatically generate new opportunities in Salesforce.
C
M
S
When a phone call is updated in CallRail, update the person in Marketo and update the opportunity stage in Salesforce
Call progress updates in CallRail refresh Marketo records and advance opportunity stages in Salesforce.
C
M
C
S
Use ChatGPT to analyse whether new CallRail phone calls are qualified leads before updating Marketo and Salesforce
ChatGPT analyses call transcripts from CallRail to qualify leads before updating Marketo and creating Salesforce records.
C
M
S
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When a phone call is completed in CallRail, update the person in Marketo, log the contact in Salesforce, and notify Slack
Completed calls update Marketo persons, record Salesforce contacts, and send instant team alerts in Slack.

Supported triggers and actions for CallRail and Marketo

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
Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
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What can you automate with CallRail + Marketo?

Streamline your call tracking and marketing workflows with powerful automated triggers and actions.

What you can automate?
📞
Sync completed phone calls to Marketo
Automatically create or update a person in Marketo the moment a phone call is completed in CallRail, ensuring your marketing database reflects real conversation outcomes.
📝
Capture every form submission and SMS
Map all form captures and incoming SMS messages from CallRail directly into Marketo person records and custom objects without manual transcription.
🔔
Alert your team instantly on communication channels
Notify your sales and support teams in Slack or Gmail the second a high-value phone call or form submission is registered.
🔀
Route records based on call source or duration
Apply conditional logic to create enterprise opportunities, assign priority lists, or route specific leads depending on submitted tracker data.
🔄
Keep person profiles and opportunities current
Update existing Marketo records dynamically whenever phone call details, session trackers, or customer companies are updated in CallRail.
🔍
Search and update instead of creating duplicates
Search existing person and opportunity records in Marketo before creating new entries, preventing duplicate profiles in your marketing database.
📋
Manage lists and custom object records
Add prospects to specific Marketo lists and update custom object records automatically based on inbound call activity and campaign trackers.
🌐
Extend your flow to CRMs and analytics apps
Connect your core CallRail and Marketo workflow with Salesforce, Google Analytics 4, or Zoom to build multi-app operational pipelines.
And much more...

Who is CallRail + Marketo integration for?

Marketing and sales professionals who rely on accurate call attribution and streamlined lead management depend on this integration to eliminate manual data entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Marketing managers
Marketing managers
Demand generation teams
Demand generation teams
Account executives
Account executives
Operations specialists
Operations specialists
📈
Performance marketers
You're running ad campaigns across multiple channels but your marketing platform only updates when someone manually exports phone logs, so the conversion counts you're optimising against are always outdated — this integration means every completed call updates your person records instantly and your attribution stays current.
Sales development reps
You need to reach out to inbound callers immediately, but you find out about completed phone calls hours later after someone checks the tracking dashboard — automating both apps means every new phone call creates or updates your Marketo persons instantly so you can initiate follow-ups right away.
📊
Marketing managers
You answer to executive stakeholders who want to see real-time campaign performance reports, but disconnected call tracking tools leave gaps in your reporting data — with this integration, every form submission and call record flows directly into Marketo so your reports reflect accurate numbers.
🌊
Demand generation teams
The volume of inbound calls and form submissions is too high for anyone to keep up with by hand, leading to missed prospects and unassigned leads — automating both apps means every interaction in CallRail updates your Marketo lists without manual copying.
🤝
Account executives
You own the sales conversation and depend on upstream marketing data to understand caller intent, but delayed record updates leave you guessing during calls — connecting these apps means every prospect profile is fully updated in Marketo before you pick up the phone.
🗂️
Operations specialists
You need a reliable history of customer interactions across your tech stack, but manual data transfers keep introducing missing records and duplicate profiles — this integration means every call, SMS, and form capture populates Marketo cleanly with zero manual effort.
Our team

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Why choose Integrately to automate CallRail + Marketo

Build and manage your CallRail + Marketo 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 + Marketo 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 Marketo?
Frequently Asked Questions
You can connect CallRail to Marketo in just one click using ready-made templates on Integrately. Select your trigger in CallRail and action in Marketo, then let Integrately AI configure your workflow.
Can I automatically create or update persons in Marketo when a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, Marketo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Marketo?
Frequently Asked Questions
How does CallRail data sync with Marketo records?
Frequently Asked Questions
Can I add persons to specific lists in Marketo based on CallRail triggers?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Marketo?
Frequently Asked Questions
Is the CallRail and Marketo integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Marketo With 1500+ Other Apps

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Marketo
Popular Marketo Integrations
Sync Marketo with analytics, email, project management, and messaging tools to keep customer engagement data working across your stack.
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