OneHash CRM + CallRail Integration

Integrate CallRail to OneHash CRM in one click, or tell Integrately AI how you want each phone call handled. Capture call details, create leads and contacts in your CRM, update records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
  • 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.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM

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Ready Workflows Ready Workflows for CallRail + OneHash CRM Integration

Capture phone calls, create leads, update customer records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + OneHash CRM Integration

Create OneHash CRM contact for new CallRail form

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

Create OneHash CRM 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 - OneHash CRM integration, anytime a new CallRail contact is created, an OneHash CRM 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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  • 1of1
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Connect more apps to your CallRail + OneHash CRM flow

Send call data to advertising tools, sync messaging apps, and keep spreadsheets updated after your CRM records are created. Pick a combination and activate it in one click.

OneHash CRM
CallRail
+
Google AdsGoogle Ads (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
C
O
G
Create a OneHash CRM lead from every completed CallRail phone call, and update the conversion in Google Ads
Completed CallRail phone calls instantly create new leads in OneHash CRM and update conversions in Google Ads, eliminating manual data entry.
C
O
G
Turn every CallRail form submission into a OneHash CRM contact, and add a customer match in Google Ads
CallRail form captures generate OneHash CRM contacts and update customer lists in Google Ads without manual exports.
C
O
G
When an outbound call is completed in CallRail, search the contact in OneHash CRM and update ad performance in Google Ads
Outbound call updates search OneHash CRM contacts and log performance metrics in Google Ads automatically.
C
O
G
If a CallRail SMS is received, create a OneHash CRM lead and adjust campaign bidding in Google Ads
Incoming SMS messages in CallRail create OneHash CRM leads and trigger Google Ads adjustments.

Supported triggers and actions for OneHash CRM and CallRail

Mix and match to build the exact automation you need

OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
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Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
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Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
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Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
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Customer is created in OneHash CRM
Triggers the automation when a new customer is created
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Contact is created in OneHash CRM
Triggers the automation when a new contact is created
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Item is updated in OneHash CRM
Triggers the automation when an item is modified
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Item is created in OneHash CRM
Triggers the automation when a new item is created
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Create customer in OneHash CRM
Adds a new customer to the database
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Create contact in OneHash CRM
Adds a new contact to the database
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Search contact in OneHash CRM
Finds and retrieves contact information
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Create lead in OneHash CRM
Generates new leads for potential customers
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Create quotation in OneHash CRM
Generates a new quotation with predefined details
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Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
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Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
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Create item in OneHash CRM
Generates a new item
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Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
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Create purchase order in OneHash CRM
Generates a purchase order for approved requests
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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

What can you automate with CallRail + OneHash CRM?

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

What you can automate?
๐Ÿ“ž
Create CRM leads from completed phone calls
Turn every completed CallRail phone call into a new lead or contact in OneHash CRM automatically without manual data entry.
๐Ÿ“
Capture every form submission and query
Map all form captures and customer inquiries from CallRail straight into your OneHash CRM database instantly.
๐Ÿ””
Alert your team the moment a call finishes
Notify sales reps and support staff in real time via messaging apps or email as soon as a prospective call is completed.
๐Ÿ”€
Route records based on submitted call sources
Perform different actions or assign leads to specific team members depending on the tracking source or caller details.
๐Ÿ”„
Keep customer records updated continuously
Ensure contact details, customer updates, and engagement histories remain synchronized between platforms.
๐Ÿ”
Search existing contacts to prevent duplicates
Check whether a customer already exists in your CRM before creating new entries, keeping your database clean.
๐Ÿงพ
Generate invoices and quotations automatically
Create sales invoices, purchase orders, or quotations in OneHash CRM when calls or orders are finalized.
๐Ÿ”—
Extend flows with popular supporting apps
Connect your core integration with Google Sheets, Slack, Gmail, or advertising platforms for complete workflow coverage.
And much more...

Who is CallRail + OneHash CRM integration for?

Teams handling inbound phone calls and customer relationship management need automated data flow to eliminate manual entry and keep pipelines current.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency owners
Agency owners
High-volume support teams
High-volume support teams
Account executives
Account executives
Operations coordinators
Operations coordinators
๐Ÿ“ˆ
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports call logs, so the conversion counts you're optimising against are always a few hours behind โ€” with this integration, every completed call lands in your CRM instantly and your data stays current.
๐Ÿ’ผ
Sales managers
You need to review incoming call leads quickly, but delays in logging phone conversations mean reps follow up hours too late โ€” automating both apps means every completed call immediately creates a CRM lead so your team acts instantly.
๐Ÿ“Š
Agency owners
You answer to clients who want to see inbound lead progress, but manual reporting leaves gaps in tracking phone interactions โ€” this integration means every phone call is logged automatically, giving you reliable reporting without extra effort.
๐Ÿ“ž
High-volume support teams
The volume of daily calls is too high for anyone to keep up by hand, leading to missed customer inquiries and dropped follow-ups โ€” connecting these apps means every call is captured as a lead or contact instantly.
๐Ÿค
Account executives
You own the next step in the pipeline and depend on reception or marketing to hand over call details, but key information often gets lost in transit โ€” this integration means every call automatically generates a lead in your CRM.
๐Ÿ—‚๏ธ
Operations coordinators
You need a reliable history of all inbound communications and keep finding gaps in manual spreadsheets โ€” automating both apps ensures every call and form submission is recorded accurately without manual intervention.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate OneHash CRM + CallRail

Build and manage your OneHash CRM + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect OneHash CRM + CallRail 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 โ€” 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
Thatโ€™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 OneHash CRM?
Frequently Asked Questions
You can connect CallRail to OneHash CRM instantly using 1-click ready workflows on Integrately. Simply select your trigger and action, connect your accounts, and let Integrately AI help map your fields.
Can I automatically create leads in OneHash CRM when a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, OneHash CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and OneHash CRM?
Frequently Asked Questions
How does CallRail data sync with OneHash CRM?
Frequently Asked Questions
Can OneHash CRM trigger updates when new customer records arrive?
Frequently Asked Questions
Do I need coding skills to automate CallRail and OneHash CRM?
Frequently Asked Questions
Is the CallRail and OneHash CRM integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or OneHash CRM With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail to marketing analytics, advertising platforms, and reporting tools to measure inbound call ROI.
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OneHash CRM
Popular OneHash CRM Integrations
Sync OneHash CRM with accounting, project management, and email tools to keep customer data moving across your stack.