CallRail + Trello Integration

Q: Can I automatically create Trello cards when a phone call is completed in CallRail?

You can automatically create Trello cards when a phone call is completed in CallRail using ready workflows on Integrately.

Q: Can I connect CallRail, Trello, and Slack?

You can easily connect CallRail, Trello, and Slack together to log calls, create project cards, and notify your sales team alongside 1,500+ other apps.

Q: What is a good Zapier alternative for CallRail and Trello?

Most alternatives lack 24/5 live support and instant 1-click templates, making Integrately a fast and cost-effective choice for CallRail and Trello automation.

Q: How does CallRail data transfer into Trello boards?

CallRail caller details and form submissions transfer directly into Trello cards using ready-made templates on Integrately.

Q: Can I update Trello cards when call details change?

You can update Trello cards automatically when call updates occur using ready workflows on Integrately.

Q: Do I need coding skills to automate CallRail and Trello?

No coding is required to connect CallRail and Trello. You can use ready automation templates or ask Integrately AI to build your exact workflow.

Q: Is the CallRail and Trello integration free?

You can start connecting CallRail and Trello using the free forever plan available on Integrately.

Integrate CallRail to Trello in one click, or tell Integrately AI how you want each call handled. Log call details, create cards, update boards, and alert your team automatically.

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Free forever.

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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
Card is created in Trello
Card is moved to list in Trello Instant
Card is updated in Trello Instant
Comment is added to a card in Trello
Card is archived in Trello
Label is added to card in Trello Instant
Notification is created in Trello
Checklist is created in Trello
Activity is created in Trello Instant
Member is added to card in Trello
Board is added in Trello
Label is created in Trello
Attachments is added to card in Trello
List is created in Trello

Get label by ID in Trello
Get organization by ID in Trello
Get member by ID in Trello
Get list by ID in Trello
Get board by ID in Trello
Find checklist item in Trello
Get checklist item by id in Trello
Find card in Trello
Create card in Trello
Update card in Trello
Move card to list in Trello
Add member to card in Trello
Archive card in Trello
Get attachments of card in Trello
Get card by ID in Trello
Create board in Trello
Search board in Trello
Copy board in Trello
Close board in Trello
Create checklist Item in Trello
Add attachment to card in Trello
Complete checklist Item in card in Trello
Search list on board in Trello
Create custom field in Trello
Assign member to board in Trello
Search member in Trello
Add checklist to card in Trello
Find checklist in Trello
Delete checklist in card in Trello
Create list in Trello
Create comment in Trello
Add label to card in Trello
Add existing label to card in Trello
Remove label in Trello
Add label to board in Trello
Find label on board in Trello

Trusted by experts at...

Ready Workflows for CallRail + Trello Integration

Capture phone calls, create tracking cards, update boards, alert your team, and manage follow-ups, all in just one click.

Create Trello card for new CallRail form

Any time a new CallRail form is submitted, this CallRail - Trellointegration will create a new card in Trello so that the relevant team can track progress. This will ensure that every form is followed up in a timely fashion.

In addition, the Trello card will provide a clear record of what has been done and what still needs to be done in order to address each form. As a result, this simple automation can save a lot of time and effort while helping to ensure that every CallRail form is dealt with effectively.

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Create Trello card for new CallRail sms

sms can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a sms that requires a card to be created?

Simple. Use this CallRail and Trello automation to create a card in Trello for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.

Activate

Create Trello card for new CallRail contact

CallRail + Trello Integration

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Connect more apps to your CallRail + Trello flow

Keep your CRM updated, notify your team, and streamline follow-ups as soon as calls are logged. Pick a combination and activate it in one click.

Hubspot (5)

Google Analytics 4 (3)

Slack (4)

Salesforce (3)

Pipedrive (3)

Gmail (3)

Add every completed CallRail phone call to Trello, and create a new contact in HubSpot

Completed phone calls instantly generate a Trello card and create a corresponding contact in HubSpot without manual data entry.

When a CallRail form is captured, create a Trello card and open a deal in HubSpot

Captured forms create actionable Trello cards and open corresponding deals in HubSpot for immediate sales follow-up.

When a Trello card moves to done, update the matching contact in HubSpot and log the completed call

Moving cards in Trello automatically updates contact records in HubSpot to keep your pipeline accurate.

If a completed CallRail phone call is marked high value, create a priority Trello card and open an enterprise deal in HubSpot

High-value calls automatically trigger priority Trello cards and enterprise deals in HubSpot for VIP handling.

Use Claude to summarise every completed CallRail phone call, add the summary to Trello, and create a task in HubSpot

Claude summarises call transcripts into actionable Trello cards and schedules follow-up tasks in HubSpot.

Track completed CallRail phone calls in Trello and send conversion events to Google Analytics 4

Every inbound phone call creates a Trello tracking card and records a conversion event in Google Analytics 4.

When a CallRail form is captured, create a Trello card and log a form submission event in Google Analytics 4

Form submissions generate Trello task cards and record conversion milestones in Google Analytics 4 automatically.

Use Gemini to categorise completed CallRail calls, update Trello boards, and log custom dimensions in Google Analytics 4

Gemini categorises inbound call intent, updates Trello task lists, and logs custom analytical dimensions in Google Analytics 4.

Create a Trello card from every completed CallRail phone call and notify your sales channel in Slack

Completed calls create tracking cards in Trello and instantly alert your sales team in Slack.

When a CallRail form is captured, create a Trello card and post the details to your support channel in Slack

Form submissions generate Trello cards and broadcast instant notifications to your support channel in Slack.

When a Trello card is moved to review, update the card and alert your management channel in Slack

Moving Trello cards to review triggers automated status updates and team alerts in Slack.

Use OpenAI to analyse completed CallRail calls, create a Trello card, and notify your executive channel in Slack

OpenAI evaluates call sentiment, creates structured Trello cards, and highlights key takeaways in Slack.

Add every completed CallRail phone call to Trello and create a new lead in Salesforce

Phone calls automatically generate Trello project cards and create new lead records in Salesforce.

When a CallRail form is captured, create a Trello card and update the matching opportunity in Salesforce

Captured form submissions generate Trello task cards and update active sales opportunities in Salesforce.

Use Claude to extract key insights from completed CallRail calls, update Trello, and log activity notes in Salesforce

Claude extracts customer requirements from call recordings, updates Trello boards, and logs activity notes in Salesforce.

Create a Trello card from every completed CallRail phone call and add a new person in Pipedrive

Inbound phone calls instantly generate Trello task cards and create new contact profiles in Pipedrive.

When a CallRail form is captured, create a Trello card and open a new deal in Pipedrive

Form submissions automatically trigger Trello task cards and open new sales deals in Pipedrive.

Use Gemini to qualify CallRail phone calls, update Trello boards, and create deals in Pipedrive

Gemini qualifies inbound calls, updates Trello lists based on fit, and opens qualified deals in Pipedrive.

Create a Trello card from every completed CallRail phone call and send a confirmation email via Gmail

Inbound calls automatically generate Trello task cards and dispatch automated confirmation emails using Gmail.

When a CallRail form is captured, create a Trello card and send a notification email via Gmail

Form submissions generate Trello task cards and alert team members via automated Gmail notifications.

Use Claude to draft follow-up email content from completed CallRail calls, update Trello, and send via Gmail

Claude drafts personalised follow-up emails from call insights, updates Trello cards, and sends them via Gmail.

Supported triggers and actions for CallRail and Trello

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

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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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Trello Triggers & Actions

Card is created in Trello

Triggers the automation when a card is archived

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Instant

Card is moved to list in Trello

Triggers the automation when a card is moved to a list

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Instant

Card is updated in Trello

Triggers the automation when a card is updated

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Comment is added to a card in Trello

Triggers the automation when a comment is added to any card

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Card is archived in Trello

Triggers the automation when a card is archived

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Instant

Label is added to card in Trello

Triggers the automation when any card is labelled

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Notification is created in Trello

Triggers the automation when a notification is created

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Checklist is created in Trello

Triggers the automation when a new checklist is created

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Instant

Activity is created in Trello

Triggers the automation when a new activity is created

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Member is added to card in Trello

Triggers the automation when a member is assigned to a card

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Board is added in Trello

Triggers the automation when a new board is added

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Label is created in Trello

Triggers the automation when a new label is created

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Attachments is added to card in Trello

Triggers the automation when a file or document is attached to a card

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List is created in Trello

Triggers the automation when a new list is created

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Get label by ID in Trello

Retrieve label by ID

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Get organization by ID in Trello

Retrieve organization by ID

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Get member by ID in Trello

Retrieve member by ID

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Get list by ID in Trello

Retrieve list by ID

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Get board by ID in Trello

Retrieve board by ID

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Find checklist item in Trello

Searches and locates a item in the checklist

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Get checklist item by id in Trello

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Find card in Trello

Locates a card within the application

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Create card in Trello

Generates a new card for a task

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Update card in Trello

Updates the information on the selected card

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Move card to list in Trello

Relocates a particular card to a list

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Add member to card in Trello

Assigns a team member to a task card

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Archive card in Trello

Move card to an archive section for future reference

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Get attachments of card in Trello

Retrieves attachments associated with a card

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Get card by ID in Trello

Retrieves a card using its id

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Create board in Trello

Generates a new board

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Search board in Trello

Searches for a board

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Copy board in Trello

Duplicate the entire content of the current board

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Close board in Trello

Close an existing board

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Create checklist Item in Trello

Generates a checklist item in a particular checklist

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Add attachment to card in Trello

Adds an attachment to a card in the particular project or board

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Complete checklist Item in card in Trello

Mark a checklist item as complete in a card

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Search list on board in Trello

Searches for a list in a board

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Create custom field in Trello

Creates a new marketing campaign

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Assign member to board in Trello

Adds a member to a designated board

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Search member in Trello

Searches for a member with

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Add checklist to card in Trello

Adds a checklist with tasks to a card

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Find checklist in Trello

Locate and access a predefined checklist with

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Delete checklist in card in Trello

Removes the entire checklist from the particular card

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Create list in Trello

Generates a new list

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Create comment in Trello

Generates a new comment

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Add label to card in Trello

Adds a label to a card in the particular list

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Add existing label to card in Trello

Adds an existing label to a card

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Remove label in Trello

Removes a label

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Add label to board in Trello

Creates a label on a board

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Find label on board in Trello

Locate and extract label information from a board

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What can you automate with CallRail + Trello?

Streamline your call tracking and project management by automating repetitive data entry and team notifications.

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🚀

Create Trello cards from completed phone calls automatically

Turn every inbound phone call in CallRail into an actionable Trello card instantly. Eliminate manual data entry and ensure every caller is tracked.

📝

Capture every submitted form field into Trello

Map all available CallRail form details into separate Trello card fields instead of just a basic name. Your project boards become much more useful for review.

🔔

Notify the right team member as soon as calls happen

Alert your sales or support staff instantly when a new phone call or form submission is recorded. Response times drop and leads receive prompt attention.

🔀

Route tasks differently based on submitted form criteria

Send high-priority phone leads to executive boards while routing standard enquiries to general task lists automatically based on caller data.

🔄

Keep Trello cards updated as call details change

Automatically update existing Trello cards when follow-up phone calls or updated form submissions occur in CallRail, maintaining a clean workspace.

🔍

Find existing cards before creating duplicates

Search your Trello boards for existing customer cards before creating new ones, preventing clutter and keeping all communication history in one place.

✅

Manage later status changes and project completion

Automatically archive or move Trello cards when customer issues are resolved or follow-up calls are completed successfully.

🔗

Extend your workflow to external CRM tools

Connect CallRail and Trello with HubSpot to sync contacts, open deals, and keep your entire sales and project stack working together seamlessly.

And much more...

Who is CallRail + Trello integration for?

Sales, marketing, and support teams depend on accurate call tracking and project management, making this integration essential for streamlining daily follow-ups and workflows.

Performance marketers

Customer support managers

Account managers

Sales teams

Project coordinators

Operations leads

📈

Performance marketers

You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports phone calls, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed call lands in your project board instantly and your data stays current.

⚡

Customer support managers

You need to triage inbound phone enquiries immediately, but manual ticket creation leaves urgent callers waiting too long before a task is opened — this integration means every completed call creates a Trello card instantly so your team can resolve issues without delay.

🤝

Account managers

You answer to clients who want to see real-time progress on their requests, but keeping project boards updated after every phone call takes hours of manual copying — automating both apps means every call detail populates your boards automatically and your client reports stay up to date.

📞

Sales teams

The volume of inbound phone leads is too high for anyone to keep up with by hand, leading to missed callbacks and lost opportunities — connecting these apps means every lead is captured as a Trello card the moment the call ends and nothing slips through the cracks.

📋

Project coordinators

You own the next step in the workflow and depend on someone upstream to hand over call notes, but details get lost between conversations and task creation — with this integration, every form submission and phone call instantly creates the exact project card your team needs.

🗂️

Operations leads

You need a reliable history of all customer interactions, but manual record-keeping keeps leaving frustrating gaps in your project tracking — automating both apps means every call and submission is logged accurately across your systems with zero manual effort.

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