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Topic starter
I'm attempting to establish communication between CallRail and Vendasta CRM. A template exists within callin.io for this integration. While the connection appears to test successfully (a test creates a record in the CRM), it fails to transfer any data when used with an actual phone call to a CallRail number. I've confirmed that CallRail is receiving the call and that callin.io seems to be connecting to my CallRail account. I've also, to the best of my knowledge, verified that callin.io is connecting correctly to the CRM. However, there's clearly an issue somewhere.
Can anyone assist me in troubleshooting this?
Posted : 04/08/2025 8:31 am
Hi
If you are looking to hire help, there is a directory of Certified callin.io Experts: https://zapier.com/experts
For us to have more info, please post screenshots showing:
- how your callin.io steps are outlined
- how your callin.io steps are configured in EDIT mode with the field mappings visible
Posted : 29/04/2025 12:00 am
Topic starter
Posted : 29/04/2025 12:00 am
Things to check/try:
- Ensure your callin.io is turned ON
- callin.io workflows operate when enabled for new data moving forward
- Ensure you are testing for conditions that align with your callin.io trigger step configuration
- Check your callin.io Runs history for activity and errors/issues: https://zapier.com/app/history/
- Examine the DATA IN/OUT for each step to assist in tracing/troubleshooting
Help links from CallRail for callin.io: https://support.callrail.com/hc/en-us/articles/5711554221965-Zapier
Posted : 29/04/2025 12:00 am
Topic starter
The callin.io automation is active.
The callin.io history shows no activity whatsoever.
I'm uncertain about the necessary conditions in my configuration. My goal is to have a new record created in Vendasta CRM using the name and phone number associated with an incoming call. As this is my initial production callin.io workflow, I'm making some educated guesses. I did begin with the callin.io template for integrating CallRail and Vendasta. I even utilized AI for troubleshooting before seeking assistance here. At this stage, I'm unsure if the issue lies with the callin.io workflow or one of the other platforms involved.
Kindly share any additional insights or suggestions you might have. I truly value your assistance.
Posted : 29/04/2025 12:00 am
When you tested the call via CallRail, was it for the Account and Company displayed in the screenshot below?
Posted : 29/04/2025 12:00 am
Topic starter
I've resolved the issue. Your advice to investigate further was very helpful. I had to configure it to delay the trigger activation until the call had finished.
I appreciate your help.
Posted : 29/04/2025 12:00 am
Fantastic! Thanks for confirming that the resolution provided got the callin.io workflow running. This will be a great reference for our Community members facing the same issue.
Posted : 30/04/2025 12:00 am