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CallRail
CallRail
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
CallRail
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects CallRail and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use CallRail and HubSpot with AI agents and code
Beyond Zap workflows. Call CallRail and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose CallRail and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use CallRail and HubSpot
Log completed calls from CallRail as HubSpot engagements
When a phone call is completed in CallRail, Zapier automatically logs it as an engagement in HubSpot. This helps business owners centralize customer communication activity in their CRM, reducing manual logging and enhancing record accuracy.
Sync new CallRail form captures to HubSpot contacts
When a form is captured in CallRail, Zapier automatically creates or updates a contact in HubSpot. This ensures marketing teams have updated lead data in their CRM, improving response times and contact accuracy.
Tag HubSpot contacts after CallRail call completion
After a phone call is completed in CallRail, Zapier tags the corresponding contact in HubSpot. This helps project managers segment and prioritize clients based on recent communication, enhancing task planning and resource allocation.
Level up your CallRail to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about CallRail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and HubSpot
How do I integrate CallRail with HubSpot using Zapier?
To integrate CallRail with HubSpot, you can use our Zap templates. Log in to Zapier, navigate to the 'Make a Zap' option, and select CallRail and HubSpot as your apps. You can set triggers such as 'New Call' in CallRail and actions like 'Create or Update Contact' in HubSpot.
What triggers are available for CallRail in the integration?
The CallRail integration supports various triggers, including 'New Call,' 'New Text Message,' and 'Call Tagging.' These help automate workflows by kicking off actions in HubSpot when these events occur.
Which actions can I perform in HubSpot using data from CallRail?
You can automate several actions within HubSpot using data from CallRail. Available actions include creating or updating a contact, creating a new deal, or logging an activity whenever there's a new call or text message captured by CallRail.
Is it possible to use call recordings from CallRail in HubSpot through Zapier?
Yes, it's possible to transfer call recordings from CallRail into HubSpot as part of your automated workflow setup. You can create an action to attach call recordings to contacts or deals within HubSpot.
How do I handle duplicate contacts when syncing between CallRail and HubSpot?
We recommend using the 'Find or Create Contact' action within your Zap. This will check for existing contacts based on email address or phone number before creating a new one, thus helping manage duplicates.
Can I trigger an email notification in HubSpot when a new call is received in CallRail?
Yes, you can set up a workflow where receiving a new call in CallRail sends an email notification via HubSpot. Use the 'New Call' trigger for this purpose and set an action like sending an internal email.
What should I do if my Zap isn't triggering correctly between CallRail and HubSpot?
First, check that all connections are authenticated properly. Ensure that the necessary permissions are granted for both applications. Reviewing the task history on our platform might also give insights into any errors occurring during the process.
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
