CallRail + Sertifier Integration
Integrate CallRail to Sertifier in one click, or tell Integrately AI how you want each call handled. Trigger certificate deliveries, capture call details, alert your team, and track your advertising ROI automatically.
Free forever.Use premium features free for 14 days.1.
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
Email template is created in Sertifier- Detail is created in Sertifier
- Certificate design is created in Sertifier
- Delivery is created in Sertifier
- Custom attributes is created in Sertifier
- Badge design is created in Sertifier
2.
- Add recipient to a Delivery in Sertifier
- Create detail & delivery dynamically in Sertifier
- Create detail in Sertifier
- Create delivery in Sertifier
Trusted by experts at...
Ready Workflows for CallRail + Sertifier Integration
Send certificate deliveries from completed calls, manage details, keep tracking active, alert your team, and trigger 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 + Sertifier flow
Route certificate and call data to your CRM, update tracking sheets, alert your team, and trigger personalized emails. Pick a combination and activate it in one click.
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Salesforce (6)
Salesforce (6) +
Hubspot (6)
Hubspot (6) +
Google Sheets (6)
Google Sheets (6) +
Gmail (6)
Gmail (6) +
Slack (6)
Slack (6) +
Zoom (6)
Zoom (6) C
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Add completed CallRail calls to your Sertifier deliveries, and create a lead in Salesforce
Completed CallRail calls automatically generate a Sertifier delivery and a new Salesforce lead within seconds, removing manual data entry.
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When a form is captured in CallRail, create a Sertifier delivery and log a task in Salesforce
Form submissions captured in CallRail immediately provision a Sertifier delivery and create a follow-up task in Salesforce.
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When a phone call is updated in CallRail, update recipient details in Sertifier and update the contact in Salesforce
Call updates in CallRail automatically refresh recipient details in Sertifier and update your Salesforce contacts.
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Create a Salesforce task for every Sertifier delivery created from a CallRail call
Every certificate delivery generated from a CallRail call creates a corresponding task in Salesforce for follow-up.
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If a CallRail form capture is enterprise tier, create a dynamic delivery in Sertifier and add a priority lead in Salesforce
Enterprise form captures in CallRail trigger dynamic Sertifier deliveries and create priority leads in Salesforce.
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Use ChatGPT to summarise CallRail call transcripts, create a Sertifier delivery, and log the summary in Salesforce
ChatGPT summarises CallRail call recordings before Sertifier creates the delivery and Salesforce logs the notes.
Supported triggers and actions for CallRail and Sertifier
Mix and match to build the exact automation you need
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 → Sertifier Triggers & Actions
Email template is created in Sertifier
Triggers the automation when an engagement action is created or modified
Try it → Certificate design is created in Sertifier
Triggers the automation when a new certificate design is created
Try it → Delivery is created in Sertifier
Triggers the automation when a package or item is delivered
Try it → Custom attributes is created in Sertifier
Triggers the automation when a new custom attribute is created
Try it → Badge design is created in Sertifier
Triggers the automation when a new badge design is added
Try it → What can you automate with CallRail + Sertifier?
Streamline your certification workflows by connecting call insights and form captures directly to smart certificate generation.
⚡
Trigger certificate deliveries from phone calls
Automatically initiate a Sertifier delivery the moment a phone call is completed in CallRail. Eliminate manual data entry and issue certificates instantly.
📝
Capture every submitted form field
Map all submitted CallRail form data directly into Sertifier recipient details and custom attributes. Ensure complete record accuracy.
🔔
Notify your team as soon as it happens
Send instant alerts to your team channels whenever a new call triggers a certificate delivery in Sertifier.
🔀
Route records based on submitted criteria
Create dynamic certificate deliveries in Sertifier when specific form criteria or call tags are met in CallRail.
🔄
Keep certificate records up to date
Automatically update recipient details in Sertifier whenever phone call records or contact details are modified in CallRail.
🛡️
Add or update without duplicates
Ensure recipient records are cleanly updated in Sertifier instead of generating duplicate entries from repeated calls.
⏱️
Handle later status changes and updates
Trigger secondary certificate updates or detail creations when outbound calls are completed or form records are revised in CallRail.
🌐
Extend your workflow to Slack
Connect CallRail and Sertifier to Slack to broadcast certificate issuances and call completions to your team in real time.
And much more...
Who is CallRail + Sertifier integration for?
Connecting CallRail and Sertifier helps marketing and sales teams streamline certificate issuance, eliminate manual data entry, and keep client tracking accurate across every campaign.
Performance marketers
Sales managers
Customer success leads
Operations directors
Account executives
Agency owners
📈
Performance marketers
You're tracking call conversions in CallRail, but your certificate deliveries in Sertifier stay empty until someone manually exports records — with this integration, every completed call instantly triggers the right certificate delivery.
🎯
Sales managers
You're reviewing inbound call activity in CallRail, but your team misses sending certificates because records lag behind — automating both apps means every completed call creates a Sertifier delivery without delay.
🤝
Customer success leads
You're managing client onboarding calls in CallRail, but stakeholders want proof of completion tracked in Sertifier immediately — integrating these apps means every call completion instantly registers in your certificate records.
⚙️
Operations directors
You're handling high volumes of inbound form submissions in CallRail, but manual certificate processing creates a massive bottleneck — with this integration, every form capture automatically provisions a Sertifier delivery.
💼
Account executives
You're qualifying leads through phone calls in CallRail, but certificate issuance depends on upstream manual handoffs — connecting these apps means every completed call immediately updates your recipient records.
📊
Agency owners
You're monitoring advertising ROI across campaigns in CallRail, but tracking gaps make client reporting incomplete — automating both apps means every interaction triggers precise certificate tracking.
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 + Sertifier
Build and manage your CallRail + Sertifier automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect CallRail + Sertifier 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 CallRail + Sertifier Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect CallRail to Sertifier?
You can connect CallRail to Sertifier in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. Link your accounts and sync your workflow with Salesforce, Hubspot, Google Sheets, and 1,500+ other apps.
Can I automatically issue a certificate in Sertifier when a phone call is completed in CallRail?
Can I connect CallRail, Sertifier, and Slack?
What is a good Zapier alternative for CallRail and Sertifier?
How does CallRail handle call and form tracking data in these automations?
How does Sertifier manage certificate deliveries and recipient details?
Can I set up these integrations without any coding experience?
Is the CallRail and Sertifier integration free?
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