CallRail + SendGrid Integration

Integrate CallRail to SendGrid in one click, or tell Integrately AI how you want each call handled. Track call details, send personalised confirmation emails, update your contact records, and notify your sales 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
Arrow Right
2.
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for CallRail + SendGrid Integration

Capture completed calls, send automated emails, update contact records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + SendGrid Integration

Send email from SendGrid for new sms received in CallRail

There are many reasons why you would want to send an email in SendGrid 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 email instead of sms.

No matter what your reason, setting up email notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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CallRail + SendGrid Integration

Send SendGrid email for new CallRail form

When you receive a new CallRail form, you can automatically send a SendGrid email. 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 SendGrid email today. Your future self will thank you.
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Activate
CallRail + SendGrid Integration

Send SendGrid email for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a email through SendGrid 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 - SendGrid 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CallRail + SendGrid flow

Send lead details straight to your CRM, notify your team in chat apps, and keep campaign records updated across your entire stack. Pick a combination and activate it in one click.

CallRail
SendGrid
+
SalesforceSalesforce (4)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
HubSpotHubSpot (4)
+
Google Analytics 4Google Analytics 4 (3)
+
SlackSlack (4)
+
GmailGmail (3)
C
S
S
When a phone call is completed in CallRail, create a contact in SendGrid and create a lead in Salesforce
Completed calls immediately generate a SendGrid email and log a new lead in Salesforce without manual data entry.
C
S
S
When a form is captured in CallRail, send an email in SendGrid and update the lead in Salesforce
Form submissions trigger instant SendGrid emails and update existing Salesforce lead records automatically.
C
S
S
If an inbound SMS is received in CallRail, create a contact in SendGrid and create a task in Salesforce
Text messages received in CallRail generate SendGrid contacts and open follow-up tasks in Salesforce.
C
S
S
Use Claude to analyse call summaries in CallRail, send a tailored email in SendGrid, and update Salesforce
Claude evaluates call notes from CallRail, triggers targeted SendGrid emails, and logs qualified insights in Salesforce.

Supported triggers and actions for CallRail and SendGrid

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
Try it →
No action is available
SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
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Send email in SendGrid
Sends an email to a recipient
Try it →

What can you automate with CallRail + SendGrid?

Streamline your communication pipeline by automating emails and contact management directly from your phone call and form data.

What you can automate?
📞
Send customer emails on completed phone calls
Trigger automated follow-up emails in SendGrid the moment a phone call is completed in CallRail, ensuring every caller receives immediate engagement.
📝
Capture every submitted form detail
Extract form submissions captured in CallRail and map every field directly into your SendGrid contact lists and templates.
🔔
Notify your team instantly on new calls
Alert your sales or support channels in Slack immediately when important phone calls or SMS messages are logged in CallRail.
🔀
Route emails based on form selections
Send different SendGrid email templates depending on the specific criteria or category submitted through your CallRail forms.
🔄
Keep contact records continuously updated
Automatically update existing subscriber profiles in SendGrid whenever phone call details or contact information change in CallRail.
🗄️
Create or update contacts without duplicates
Use intelligent upsert operations to ensure new CallRail callers update existing SendGrid contact records rather than creating clutter.
⏱️
Manage follow-ups on outbound calls
Trigger automated recap emails in SendGrid as soon as an outbound phone call is completed in CallRail.
🌐
Extend workflows to your favorite CRM
Connect CallRail and SendGrid with HubSpot or Salesforce to ensure your entire customer stack stays perfectly synchronized.
And much more...

Who is CallRail + SendGrid integration for?

Connecting CallRail and SendGrid helps marketing, sales, and support teams instantly turn inbound phone calls and forms into targeted customer emails.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
Sales operations teams
Sales operations teams
Inbound sales reps
Inbound sales reps
RevOps managers
RevOps managers
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking reports only update when someone manually exports call logs, so the conversion counts you're optimising against are always hours behind — with this integration, every completed call triggers email updates instantly and your campaign data stays current.
🎧
Customer support leads
You manage incoming phone inquiries and need to follow up with resources quickly, but manual logging causes severe response delays — automating both apps means every inbound call immediately populates your email templates so your support team replies without hesitation.
📊
Agency account managers
Your clients expect real-time visibility into inbound lead generation, but piecing together call logs and email sends takes hours of manual reporting work — connecting these apps means every conversation generates automated updates so your clients see progress immediately.
⚡
Sales operations teams
Your inbound call volume is too high for anyone to keep up with manual CRM entry and follow-up emails, leading to missed prospects — this integration means every new phone call automatically triggers your email sequences and contact updates without manual intervention.
🤝
Inbound sales reps
You depend on upstream call takers to hand over lead details before you can send introductory emails, causing frustrating bottlenecks — automating both apps means prospect data flows straight from phone logs into your outreach queues instantly.
🗂️
RevOps managers
You need a reliable communication history across your systems but keep finding frustrating gaps between phone tracking and email records — with this integration, every interaction is logged and synchronized automatically to maintain total data integrity.
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Why choose Integrately to automate CallRail + SendGrid

Build and manage your CallRail + SendGrid 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 + SendGrid 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
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2
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in $19.99
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Frequently Asked Questions

How do I connect CallRail to SendGrid?
Frequently Asked Questions
You can connect CallRail to SendGrid instantly using 1-click automations on Integrately or by asking Integrately AI to build your custom workflow. It links CallRail and SendGrid alongside apps like HubSpot, Slack, and Salesforce without any coding.
Can I automatically send an email in SendGrid when a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, SendGrid, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and SendGrid?
Frequently Asked Questions
How are call details from CallRail handled in SendGrid?
Frequently Asked Questions
Can I update contact lists in SendGrid using CallRail form submissions?
Frequently Asked Questions
Do I need coding skills to automate CallRail and SendGrid?
Frequently Asked Questions
Is the CallRail and SendGrid integration free?
Frequently Asked Questions
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