How to automatically record CallRail inbound calls in Airtable

Add the CallRail trigger to initiate your playbook's actions for new inbound calls.

To do this, click "Add trigger" in your playbook. Select the "New inbound call" trigger option from the dropdown menu under CallRail. It will enable your playbook to automatically identify new inbound calls and trigger necessary actions.

If you still need to connect your CallRail account to Relay.app, a prompt will guide you through the connection process.

Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to the table.

Click the "Add step" button, then locate the "Add record" automation for Airtable and input the relevant fields that you want to add.

If you still need to connect your Airtable account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Airtable account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically record CallRail inbound calls in Airtable without requiring manual intervention.

To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.