CallRail + WhatConverts Integration

Integrate CallRail to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture call insights, create and update leads, alert your team, and track marketing conversions 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
  • WhatConverts
    Lead is created in WhatConverts Instant
  • WhatConverts
    Lead is updated in WhatConverts Instant
Arrow Right
2.
  • WhatConverts
    Create lead in WhatConverts
  • WhatConverts
    Update lead in WhatConverts
  • WhatConverts
    Search lead in WhatConverts

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Ready Workflows Ready Workflows for CallRail + WhatConverts Integration

Capture phone calls as leads, update marketing channels, sync customer journeys, and track campaign ROI, all in just one click.

Most popular automationsmost-popular-automations
CallRail + WhatConverts Integration

Create WhatConverts contact for new CallRail form

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

Create WhatConverts 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 - WhatConverts integration, anytime a new CallRail contact is created, an WhatConverts 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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Connect more apps to your CallRail + WhatConverts flow

Sync your call data and marketing leads with CRMs, analytics dashboards, team chat, email, and marketing platforms. Pick a combination and activate it in one click.

CallRail
WhatConverts
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HubSpotHubSpot (8)
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SalesforceSalesforce (8)
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Google Analytics 4Google Analytics 4 (8)
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SlackSlack (8)
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GmailGmail (8)
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MailchimpMailchimp (8)
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Create a WhatConverts lead and a HubSpot contact whenever a phone call is completed in CallRail
Phone call completions in CallRail automatically create a lead in WhatConverts and a new contact in HubSpot, eliminating manual data entry across your tools.
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Update your WhatConverts lead and create a HubSpot task when a form is captured in CallRail
Form captures in CallRail update your WhatConverts lead records and automatically generate follow-up tasks in HubSpot for your sales representatives.
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Update your WhatConverts lead and HubSpot deal when an outbound call is completed in CallRail
Outbound phone calls in CallRail update your WhatConverts lead status and sync call notes directly into the corresponding HubSpot deal.
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Search your WhatConverts leads and create a HubSpot follow-up task when an SMS is sent in CallRail
Text messages sent in CallRail search your WhatConverts lead database and trigger a dedicated follow-up task inside HubSpot.
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If a CallRail phone call source tracker is paid search, create a WhatConverts lead and add a priority deal in HubSpot
Phone calls from paid search sources in CallRail create prioritized WhatConverts leads and high-value deals in HubSpot automatically.
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When a CallRail session tracker is created, update the WhatConverts lead and log engagement in HubSpot
New session trackers in CallRail update your WhatConverts lead tracking data and log comprehensive engagement notes in HubSpot.
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Use Claude to analyse call transcripts from CallRail, update the WhatConverts lead, and create a qualified deal in HubSpot
Claude reviews your CallRail call transcripts, updates WhatConverts lead insights, and sets up qualified deals in HubSpot automatically.
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Create a WhatConverts lead when a CallRail phone call is completed, add a contact in HubSpot, and notify your team in Slack
Completed CallRail calls create WhatConverts leads, generate HubSpot contacts, and instantly announce the new opportunity in Slack.

Supported triggers and actions for CallRail and WhatConverts

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
WhatConverts
WhatConverts Triggers & Actions
Instant
Lead is created in WhatConverts
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in WhatConverts
Triggers the automation when any lead is updated
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Create lead in WhatConverts
Generates new leads for potential customers
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Update lead in WhatConverts
Updates the lead information
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Search lead in WhatConverts
Retrieves information for a particular lead
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What can you automate with CallRail + WhatConverts?

Streamline your call tracking, lead generation, and marketing attribution workflows with powerful automated routines.

What you can automate?
📞
Sync phone calls to marketing leads
Turn every completed CallRail phone call into a fully detailed lead inside WhatConverts automatically, keeping your conversion data accurate across platforms.
📋
Capture every submitted form field
Map all available form fields from CallRail submissions into separate WhatConverts lead attributes instead of missing vital prospect details.
🔔
Notify your team instantly on chat
Alert your sales or support channel in Slack the moment a high-value phone call or form submission finishes so someone can act immediately.
🔀
Route leads based on call source
Perform different actions depending on whether a phone call originates from paid search, organic traffic, or specific marketing campaigns.
🔄
Keep records updated as calls evolve
Update existing WhatConverts leads automatically whenever follow-up calls, outbound conversations, or session trackers occur in CallRail.
🔍
Search and update instead of duplicates
Search existing WhatConverts lead records before creating new entries to prevent duplicate profiles and keep your database clean.
🏷️
Handle later call status changes
Trigger downstream updates when call outcomes are marked qualified, outbound calls finish, or new campaign trackers launch.
🔌
Extend flows to your favorite CRM
Connect your core call tracking and lead generation pair to HubSpot, Salesforce, or other tools for complete pipeline visibility.
And much more...

Who is CallRail + WhatConverts integration for?

Performance marketers, sales managers, and agency account teams who need instant visibility into inbound phone calls and marketing lead attribution without manual data entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations specialists
Operations specialists
📈
Performance marketers
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports call logs, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed call lands in your marketing platform instantly and your campaign attribution stays current.
Sales managers
Inbound callers expect rapid callbacks while your reps waste time copying phone details into CRMs by hand, so response delays cause hot prospects to go cold — automating both apps means every phone call creates a lead and task immediately so your team can follow up within minutes.
🤝
Agency account managers
You manage client marketing accounts and spend hours reconciling phone call logs with lead attribution reports before every review meeting, so pulling client metrics is tedious and prone to human error — connecting these apps means lead generation data synchronizes automatically and client reporting is always ready.
🎧
Customer support leads
Inbound call volume surges during campaign peaks and your support staff cannot keep up with manual ticket logging, so customer inquiries slip through tracking gaps — this integration means every inbound call and form submission creates structured records automatically without manual upkeep.
💼
Account executives
You depend on marketing teams to hand over call notes and lead attributes before you can pitch prospects, so missing handoff details stall active sales conversations — automating both apps means every lead record arrives in your CRM complete with call history and campaign context.
📊
Operations specialists
You audit marketing attribution data weekly and keep finding mismatched records between call trackers and lead databases, so campaign ROI analysis is unreliable — with this integration, lead and call records match perfectly across systems with zero manual reconciliation required.
Our team

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Why choose Integrately to automate CallRail + WhatConverts

Build and manage your CallRail + WhatConverts 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 + WhatConverts 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CallRail to WhatConverts?
Frequently Asked Questions
You can connect CallRail to WhatConverts in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your favorite apps like HubSpot, Slack, and Gmail.
Can I automatically create a WhatConverts lead when a CallRail phone call is completed?
Frequently Asked Questions
Can I connect CallRail, WhatConverts, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and WhatConverts?
Frequently Asked Questions
How does CallRail data transfer to WhatConverts during integration?
Frequently Asked Questions
Can I update existing WhatConverts leads when CallRail calls are updated?
Frequently Asked Questions
Do I need coding skills to automate CallRail and WhatConverts?
Frequently Asked Questions
Is the CallRail and WhatConverts integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or WhatConverts With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail with analytics, CRM, and reporting tools to measure advertising ROI across channels.
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WhatConverts
Popular WhatConverts Integrations
Sync WhatConverts with marketing platforms, databases, and collaboration tools to track customer journeys.