More than 6,000 agencies count on CallRail to reveal the source behind leads, prove marketing performance and drive return on investment for their clients.
CallRail should be a core tool in your agency’s tech stack, but it’s certainly not the only one. The key to efficiency is to ensure your tech stack’s communication is seamless. There’s little point in an expansive but disconnected tech stack.
CallRail integrates with over 1,000 of the world’s leading sales and marketing platforms. Read on to learn how marketing agencies can leverage CallRail’s breadth of integrations, including those for your CRM, social and search tools, Google, and custom solutions.
Connect with your CRM to reduce friction in the sales process
App overload is a very real concern for your sales team. The more apps they have to open and toggle between, the less they can focus on what truly matters: selling.
This becomes even more of an issue when your team has to plug data into multiple separate systems to gain a unified view of their prospects. Your sales team should be having conversation with customers, not copying and pasting data from one system to another.
Solve this easily by connecting CallRail directly to your CRM!
Sync CallRail to platforms your sales teams already use, whether that’s Salesforce, Clio, ActiveCampaign, or HubSpot. Leverage our best-in-class integrations to automate nearly any sales process, from workflows to follow-ups, and ROI reporting.
Additionally, gain data-driven insights into what marketing strategies are driving your highest-value customers, showing where to focus your efforts moving forward. Liberate your sales team from low-value, menial tasks.
Integrate with your favorite social and search tools
As a marketing agency, you use search and social media tools daily to set up, maintain, and analyze your clients’ advertising campaigns.
CallRail integrates with all the big social and search players: Microsoft Ads, GoogleAds, Facebook, and more CallRail integrations. CallRail integrations link advertising data with call and text data, allowing you and your clients to gain a more complete picture of the end customer.
If you’re not considering offline conversions (e.g., calls) as conversions, then you're missing out on an entire audience of potential customers.
Your ad might’ve successfully driven prospects to take action, but perhaps they felt more comfortable calling directly rather than clicking through on the ad itself. That’s fine — provided you can link online campaigns to the offline calls they generated.
By integrating CallRail with your social and search tools, you’ll plug attribution gaps and clearly demonstrate your campaigns’ true ROI. Win-win.
Link offline touchpoints with Google’s online interactions
From July 1st, 2023, Universal Analytics will stop processing all new hits. Fortunately, our integration with Google Analytics 4 (GA4) should ease your transition process.
The integration allows you to integrate offline interactions, like calls and texts, with online interactions that Google tracks. With the CallRail integration you will gain an all-encompassing view of your clients’ marketing performance.
If you’re still unsure of how to prepare, check out this guide to GA4 to get up to speed as soon as possible before the July sunset date.
Beyond Google Analytics alone, your agency can also integrate CallRail directly with Google Data Studio/Looker Studio. For example, leverage the integration to create and send client reports on a regular basis. This automation helps you in two ways. First, you can boost client visibility, keeping them in the loop at all times with minimal effort. Second, you’ll save your team time as they’ll no longer need to create and send reports from scratch.
It’s worth also checking out our Google Business Profile integration, which places a CallRail tracking number in your Business Profile listing. More easily capture leads that find your business online and gain rich caller insights within CallRail.
Create custom integrations for your business’s specific needs
CallRail offers plenty of ways for agencies to build their own custom integrations, from zero-code to fully custom-coded solutions.
Don’t know how to code? No problem — simply use Zapier, which allows you to trigger certain actions based on events within CallRail.
The opportunities are practically infinite. For example, you can build a Zap to create a Google Sheet with a line for each missed call, allowing your team to follow up with prospects and customers easily.
To take it one step further, you can leverage the CallRail API and webhooks to create a custom solution. Our open API is best in category — allowing for multi-touch, omnichannel attribution – allowing you to bridge the gap between online and offline touchpoints, such as your customers’ digital ads and inbound calls.
