CallRail + WhatsApp Integration

Integrate CallRail to WhatsApp in one click, or tell Integrately AI how you want each call handled. Log call details, send instant WhatsApp messages to agents, update your records, and trigger immediate follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
  • WhatsApp
    Message is received in WhatsApp Instant
Arrow Right
2.
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for CallRail + WhatsApp Integration

Capture incoming phone calls, notify team members via WhatsApp, update your database, and trigger instant follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + WhatsApp Integration

Send message from WhatsApp for new sms received in CallRail

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

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

Send WhatsApp message for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a message through WhatsApp 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 - WhatsApp 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!
See more
Activate
CallRail + WhatsApp Integration

Send WhatsApp message for new CallRail form

When you receive a new CallRail form, you can automatically send a WhatsApp message. 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 WhatsApp message today. Your future self will thank you.
See more
Activate
  • 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 + WhatsApp flow

Sync call data to your CRM, notify channels, log spreadsheet rows, and keep every system updated. Pick a combination and activate it in one click.

CallRail
WhatsApp
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
StripeStripe (8)
C
S
W
Add every completed CallRail phone call as a Salesforce contact, and send a WhatsApp message
New CallRail phone calls appear in Salesforce as a contact and trigger an instant WhatsApp message, so your sales team never misses a lead.
C
S
W
Log every received CallRail SMS in Salesforce, and send a WhatsApp template message
Incoming SMS messages in CallRail instantly create Salesforce records and dispatch automated WhatsApp template responses.
C
S
W
When a CallRail phone call is updated, update the Salesforce lead and send a WhatsApp alert
Updated call notes in CallRail automatically refresh Salesforce lead records and notify your team on WhatsApp.
C
S
W
Create a Salesforce opportunity from every captured CallRail form, and send a WhatsApp message
Captured form submissions in CallRail generate new Salesforce opportunities and trigger instant WhatsApp notifications.
C
S
W
If a completed CallRail outbound call is marked high priority, update Salesforce and send WhatsApp
High-priority outbound calls in CallRail update Salesforce records and alert your management team via WhatsApp.
C
S
W
When a new company is created in CallRail, update Salesforce and send a WhatsApp template
New company profiles in CallRail update corresponding Salesforce accounts and send automated WhatsApp templates.
C
S
W
Use ChatGPT to analyse completed CallRail calls, update Salesforce, and send a WhatsApp summary
ChatGPT analyses call transcripts from CallRail, updates Salesforce with sentiment notes, and sends a WhatsApp brief.
C
S
S
W
Turn every completed CallRail phone call into a Salesforce lead, create a Slack alert, and send WhatsApp
Completed CallRail calls create Salesforce leads, notify Slack channels, and send WhatsApp messages in a multi-step pipeline.

Supported triggers and actions for CallRail and WhatsApp

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
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
Form is captured in CallRail
Triggers the automation when a form is submitted
Try it →
User is created in CallRail
Triggers the automation when a new user is created
Try it →
Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
Try it →
Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
Try it →
Company is created in CallRail
Triggers the automation when a new company is created
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 →
No action is available
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with CallRail + WhatsApp?

Streamline your communication workflow by connecting phone tracking events directly to instant messaging and CRM updates.

What you can automate?
📞
Trigger WhatsApp messages from completed phone calls
Send instant WhatsApp confirmation messages to callers the moment a phone call is completed in CallRail. Eliminate manual messaging delays and keep buyers engaged immediately.
📝
Capture every submitted form field
Map all available form submission answers from CallRail into your destination records instead of only basic names and emails. Your database becomes a richer source for review and follow-up.
🔔
Alert team members instantly on inbound SMS
Notify your agents the second an SMS is received in CallRail. Ensure rapid internal response times for every incoming text inquiry.
🔀
Route conversations based on submitted call criteria
Send different WhatsApp template messages depending on call duration, priority, or form answers. Direct high-value inquiries to senior staff automatically.
🔄
Keep records updated when calls change
Automatically update existing CRM contacts, tasks, or spreadsheet rows whenever a phone call record is updated in CallRail with new agent notes.
🗂️
Add or update records without creating duplicates
Check existing database entries before creating new contacts or tasks from inbound CallRail phone calls. Prevent messy duplicate records in your system.
⏱️
Handle outbound call completion events
Trigger automated follow-up tasks and WhatsApp messages whenever an outbound call is completed in CallRail. Ensure post-call procedures run on schedule.
🔗
Extend call data into your CRM and spreadsheets
Connect CallRail and WhatsApp with Google Sheets or HubSpot to archive call recordings, track metrics, and maintain a complete communication history.
And much more...

Who is CallRail + WhatsApp integration for?

Marketing, sales, and support teams use CallRail and WhatsApp automation to eliminate manual data entry, accelerate response times, and keep communication channels synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Data compliance officers
Data compliance officers
📈
Performance marketers
You're running ad campaigns and tracking inbound phone calls in CallRail, but your reporting sheet only updates when someone manually exports data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every completed call logs its details instantly and your analytics stay current.
⚡
Sales development reps
You need to follow up immediately when a prospective buyer submits a web form or places an inbound call, but checking notifications across multiple apps means you find out too late and lose the deal — with this integration, every captured submission triggers an instant WhatsApp message so you can reach leads immediately.
🤝
Agency account managers
You answer to clients who want immediate proof of campaign performance and lead generation progress, but compiling call reports by hand delays your updates — automating both apps means every completed phone call and SMS interaction is logged and communicated instantly, satisfying client reporting expectations.
📊
Customer support leads
The volume of inbound phone calls and customer SMS inquiries is too high for your support staff to keep up with by hand, leading to missed messages and delayed replies — connecting these apps means every customer interaction automatically generates tracked records and template responses without manual intervention.
🔄
Operations coordinators
You own the downstream task execution and depend on sales agents to hand over lead data from phone calls, but manual handoffs create frustrating bottlenecks — this integration means call completion events flow seamlessly into your CRM and messaging channels, keeping every department perfectly aligned.
🗂️
Data compliance officers
You need a reliable, uncompromised history of customer communications, but manual logging keeps leaving gaps and mismatched timestamps in your audit trails — automating both apps means every call, SMS, and form capture is recorded accurately, ensuring complete operational transparency.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows 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 + WhatsApp

Build and manage your CallRail + WhatsApp 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 + WhatsApp 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect CallRail + WhatsApp Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect CallRail + WhatsApp Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect CallRail to WhatsApp?
Frequently Asked Questions
You can connect CallRail to WhatsApp in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom triggers and actions across Salesforce, Hubspot, Google Sheets, Gmail, Slack, and Stripe.
Can I automatically send a WhatsApp message when a CallRail phone call is completed?
Frequently Asked Questions
Can I connect CallRail, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and WhatsApp?
Frequently Asked Questions
How does CallRail data trigger WhatsApp messages?
Frequently Asked Questions
Can I use WhatsApp templates with CallRail triggers?
Frequently Asked Questions
Do I need coding skills to automate CallRail and WhatsApp?
Frequently Asked Questions
Is the CallRail and WhatsApp integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect CallRail or WhatsApp With 1500+ Other Apps

CallRail
Popular CallRail Integrations
Connect CallRail with analytics, marketing, and reporting tools to measure advertising ROI and track inbound lead sources.
See All
CallRail Integrations arrow right
No popular apps found
WhatsApp
Popular WhatsApp Integrations
Sync WhatsApp with customer service, e-commerce, and messaging platforms to accelerate response times and manage customer chats.
See All
WhatsApp Integrations arrow right
No popular apps found