How to update Google Sheets with new CallRail outbound call information

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New outbound call" under CallRail. Then, select the account. This trigger will automatically detect all the new outbound calls in CallRail to add a new row in Google Sheets.

If this is your first time using a CallRail integration in Relay, you'll be prompted to connect your CallRail account.

Integrate the Google Sheets automation into your playbook to ensure the prompt update of Google Sheets for every new outbound call in CallRail. Add a new step and select "Add row" from the list of Google Sheets automations.

Connect Google Sheets to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from CallRail to automatically pass along the right data.

Activating your playbook is the final step to automate adding a new row in Google Sheets for every new outbound call in CallRail. Once turned on, it will respond to new outbound calls logged in CallRail by adding a new row in Google Sheets without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.