All integrationsAnalytics

CallRail

Work with CallRail call tracking: list and read calls with their marketing source, tag and score leads, place calls, send texts, read form submissions and summary reports, and manage companies and tags.

actions
25
triggers
6

Triggers

Start a workflow when something happens in CallRail.

  • New callRuns for each new call to or from a CallRail tracking number, with the caller and the marketing source. It can run while the call is still going on; use 'Call ended' to wait for the outcome.
  • Call endedRuns when a call has ended, with whether it was answered, how long it lasted, its marketing source and its recording.
  • Call changedRuns when a call from the last week gets a new note, tags, lead status, value, caller name or recording after it ended.
  • Text receivedRuns for each text message a customer sends to one of your tracking numbers.
  • Text sentRuns for each text message sent to a customer from one of your tracking numbers.
  • New form submissionRuns for each website form submission CallRail captures, with what was filled in and the marketing source.

Actions

Steps a workflow can run in CallRail.

  • List usersList the people in the CallRail account with their role and the companies they can see. Gets one page; run it again with the next page to see more.
  • List companiesList the companies in the account, each with its own tracking numbers and settings (an agency has one per client). Gets one page; run it again with the next page to see more.
  • Get companyGet one company with its time zone, status and tracking settings.
  • Create companyCreate a company in the account, such as for a new client or location. Add its tracking numbers in CallRail.
  • Update companyRename a company, change its time zone, or turn its call transcripts or call scoring on or off. Only the fields given change.
  • Disable companyDisable a company. Its tracking numbers stop working and its website script turns off. An account's only company can't be disabled.
  • List callsList calls, newest first, with the caller, the marketing source and campaign, tags, note and lead status. Filter by company, tracking number, dates, direction, answer, lead status or tag. Gets one page; run it again with the next page to see more.
  • Get callGet one call with its caller, source and campaign, tags, note, lead status, recording, and its transcript and summary where the plan includes them.
  • Update callAdd a note or tags to a call, score it as a good lead or not a lead, set what it was worth, or change the caller's name. Only the fields given change.
  • Place outbound callCall a customer through CallRail: it rings your business number first and, once answered, dials the customer, showing your tracking number. US and Canadian numbers only.
  • Get call recordingGet a link to a call's recording as an MP3, to play or save. Fails if the call wasn't recorded.
  • Summarize callsCount calls over a date range (total, missed, answered, first-time callers, leads, average length), overall and grouped by source, campaign, keyword, referrer, landing page or company.
  • Get calls over timeCount calls for each hour, day, week, month or year of a date range, for a chart or a trend. At most 200 points: use a longer interval for a long range.
  • List tagsList the tags that label calls, texts and form submissions, in one company or across the account. Gets one page; run it again with the next page to see more.
  • Create tagCreate a tag for one company, or (as an admin) for every company in the account.
  • Update tagRename a tag, change its colour, or disable it so it can't be added any more (it stays where it is). A new name shows everywhere the tag is.
  • Delete tagDelete a tag. It is removed from every call, text and form submission that has it. To keep it on those, disable it with 'Update tag' instead.
  • List form submissionsList the website form submissions CallRail captured, newest first, with what was filled in and the marketing source. Gets one page; run it again with the next page to see more.
  • Update form submissionAdd a note or tags to a form submission, score it as a good lead or not a lead, or set what it was worth. Only the fields given change.
  • Summarize form submissionsCount form submissions over a date range (total, first-time, leads), overall and grouped by source, campaign, keyword, referrer, landing page or form.
  • List text conversationsList text message conversations with customers, the most recent first, each with its last two messages. Gets one page; run it again with the next page to see more.
  • Get text conversationGet one text conversation with its messages, the newest first.
  • Send text messageText a customer from one of a company's text-enabled tracking numbers, one to one (CallRail forbids bulk texting). US and Canadian numbers only; the number must be registered for texting.
  • List tracking numbersList tracking numbers (CallRail calls them trackers) with the numbers, where calls ring and the source each tracks. Gets one page; run it again with the next page to see more.
  • Get tracking numberGet one tracker with its numbers, where calls ring, the source it tracks and whether it can text.

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