Zendesk Sell + CallRail Integration

Integrate CallRail to Zendesk Sell in one click, or tell Integrately AI how you want each lead handled. Capture call details, create leads and contacts, log call notes, and trigger follow-ups automatically.

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1.
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
  • 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.
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell

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Ready Workflows Ready Workflows for CallRail + Zendesk Sell Integration

Capture calls, log lead details, create CRM records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Zendesk Sell Integration

Create Zendesk Sell deal from new CallRail contact

Anytime a new contact is created in your CallRail, a new deal will automatically be created in your Zendesk Sell. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This CallRail - Zendesk Sell integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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CallRail + Zendesk Sell Integration

Create Zendesk Sell task for new CallRail contact

In CallRail, when you create a contact, it automatically creates a task in Zendesk Sell for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CallRail + Zendesk Sell Integration

Create Zendesk Sell contact for new CallRail form

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

Create Zendesk Sell deal for new CallRail form

Integrating your Zendesk Sell with your CallRail, can help you automatically create new deals based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This CallRail - Zendesk Sell integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your CallRail + Zendesk Sell flow

Sync your call data with messaging apps, calendar scheduling, email campaigns, spreadsheets, video meetings, and payment platforms. Pick a combination and activate it in one click.

Zendesk Sell
CallRail
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
+
ZoomZoom (8)
+
StripeStripe (8)
C
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Add every completed CallRail phone call as a Zendesk Sell lead, and notify your sales channel in Slack
Completed phone calls in CallRail instantly create new leads in Zendesk Sell while alerting your sales channel in Slack, removing manual data entry.
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Turn every captured CallRail form into a Zendesk Sell person, and post the submission in Slack
Captured forms in CallRail instantly generate Zendesk Sell contacts and post details to Slack so your team never misses an inquiry.
C
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When a CallRail phone call starts, create a Zendesk Sell deal and alert your team in Slack
Active phone calls in CallRail open new deals in Zendesk Sell and notify your team in Slack for instant pipeline visibility.
C
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Create a Zendesk Sell task for every received CallRail SMS, and notify your support channel in Slack
Incoming text messages in CallRail generate follow-up tasks in Zendesk Sell and alert your support team in Slack.
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If a CallRail outbound call is completed, create a Zendesk Sell lead and notify your team in Slack
Completed outbound calls in CallRail automatically log new leads in Zendesk Sell and notify your sales team in Slack.
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When a CallRail phone call is updated, update the matching Zendesk Sell lead and post the update in Slack
Updated call records in CallRail refresh your Zendesk Sell leads and post notifications to Slack automatically.
C
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Use Claude to evaluate CallRail phone call quality, create a Zendesk Sell lead, and alert your team in Slack
Claude analyses completed CallRail phone calls for lead scoring, creates a Zendesk Sell lead, and alerts your team in Slack.
C
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When a CallRail form is captured, create a Zendesk Sell lead, add an Asana task, and notify Slack
Captured forms in CallRail create Zendesk Sell leads, open Asana follow-up tasks, and notify your team in Slack.

Supported triggers and actions for Zendesk Sell and CallRail

Mix and match to build the exact automation you need

Zendesk Sell
Zendesk Sell Triggers & Actions
Deal is created in Zendesk Sell
Triggers the automation when a deal is created
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Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
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Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
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Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
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Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
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Task is created in Zendesk Sell
Triggers the automation when a new task is created
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Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
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Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
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Note is created in Zendesk Sell
Triggers the automation when a new note is created
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Product is created in Zendesk Sell
Triggers the automation when a new product is created
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Create lead in Zendesk Sell
Generates new leads for potential customers
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Update lead in Zendesk Sell
Updates the lead information
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Search lead in Zendesk Sell
Retrieves information for a particular lead
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Create person in Zendesk Sell
Generates a new person
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Update person in Zendesk Sell
Updates the information of a person
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Search contact in Zendesk Sell
Finds and retrieves contact information
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Create deal in Zendesk Sell
Generates a new deal with
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Search deal in Zendesk Sell
Retrieves and find a deal
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Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
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Create company in Zendesk Sell
Generates a new company profile with given details
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Update company in Zendesk Sell
Updates company information
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Search company in Zendesk Sell
Finds information about a company
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Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
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Search sequence in Zendesk Sell
Searches for a sequence
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Search user in Zendesk Sell
Searches for a user
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Create task in Zendesk Sell
Creates a new task
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Update task in Zendesk Sell
Updates the task with new information or changes
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Create note in Zendesk Sell
Creates a new note in the particular format
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Create product in Zendesk Sell
Generates and launch new products
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Update product in Zendesk Sell
Updates product information
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Search products in Zendesk Sell
Searches for products
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Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
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Search lead sources in Zendesk Sell
Searches for lead sources
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Get Deal By Id in Zendesk Sell
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Get Contact/Company By Id in Zendesk Sell
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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

What can you automate with CallRail + Zendesk Sell?

Streamline your entire inbound workflow by connecting call tracking data directly to your sales pipeline.

What you can automate?
📞
Create Zendesk Sell leads from completed CallRail phone calls
Every inbound phone call tracked in CallRail automatically generates a new lead in Zendesk Sell. Your sales team receives complete caller details without manual entry.
📝
Capture every submitted form field in your CRM
Map all custom form questions from CallRail directly into Zendesk Sell fields. Ensure your sales reps have every piece of prospect data before making contact.
🔔
Alert your sales team in real time
Send instant notifications to your messaging channels whenever a high-value phone call or form submission arrives in CallRail.
🔀
Route leads based on submitted form criteria
Inspect form submissions and call sources in CallRail to create priority leads or assign specific tasks in Zendesk Sell automatically.
🔄
Keep CRM records updated when call details change
Whenever call notes, qualification scores, or contact statuses are updated in CallRail, your Zendesk Sell records update in sync.
🔍
Prevent duplicates with smart contact matching
Search existing database records before creating new entries in Zendesk Sell, ensuring clean contact histories for repeat callers.
💳
Handle later call status changes and outcomes
Trigger downstream billing or task updates in connected apps whenever a call disposition or deal stage reaches a final status.
Extend your workflow to messaging and spreadsheets
Connect CallRail and Zendesk Sell with Slack, Google Sheets, or Calendly to build robust multi-step automation pipelines.
And much more...

Who is CallRail + Zendesk Sell integration for?

Marketing and sales professionals rely on this integration to eliminate manual data entry, accelerate follow-ups, and keep CRM pipelines synchronised with inbound call activity.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer support leads
Customer support leads
Sales operations specialists
Sales operations specialists
Revenue analysts
Revenue analysts
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
Sales development reps
You spend your morning checking missed phone calls and typing caller numbers into your CRM by hand, so prospective buyers wait hours before anyone reaches out — automating both apps means every completed call creates a Zendesk Sell lead instantly and your outreach begins right away.
📊
Account managers
You answer to clients who want immediate proof of marketing campaign performance, but gathering call logs from your tracking tool takes hours of manual collation — connecting these apps means every form submission and call record populates your reports automatically without manual effort.
📥
Customer support leads
Your support queue fills up with incoming text messages and inquiry forms that slip through the cracks when logged manually, so customer requests get overlooked — this integration means every inbound SMS and form creates a structured CRM task and your support team stays fully responsive.
🔄
Sales operations specialists
You depend on inbound channels to hand off qualified leads to account executives, but manual handoff delays leave deals sitting in limbo — automating both apps means every lead moves straight from your call tracker into your CRM pipeline without operational friction.
🗂️
Revenue analysts
You need a reliable history of ad attribution and call conversions, but missing call logs create recurring gaps in your attribution models — this integration means every interaction is recorded accurately in your CRM and your historical reporting remains complete.
Our team

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Why choose Integrately to automate Zendesk Sell + CallRail

Build and manage your Zendesk Sell + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zendesk Sell + CallRail 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
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 Zendesk Sell?
Frequently Asked Questions
You can connect CallRail to Zendesk Sell in one click using pre-built workflows on Integrately, or ask Integrately AI to build custom multi-step automations connecting Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create Zendesk Sell leads from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Zendesk Sell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Zendesk Sell?
Frequently Asked Questions
How does CallRail handle form submissions in this integration?
Frequently Asked Questions
Can Zendesk Sell update records when CallRail calls are updated?
Frequently Asked Questions
Do I need coding skills to connect CallRail and Zendesk Sell?
Frequently Asked Questions
Is the CallRail and Zendesk Sell integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Zendesk Sell With 1500+ Other Apps

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Zendesk Sell
Popular Zendesk Sell Integrations
Sync Zendesk Sell with email, scheduling, and invoicing tools to manage pipelines and close deals faster.