Integrate CallRail with Intercom
CallRail provides businesses with tracking phone numbers that they can use to gather valuable customer interaction data from phone calls. This includes the source of the call - an advertisement on social media, for example - as well as information about the callers themselves. Additionally, once a call is completed, CallRail automatically generates a transcript of the call. By gathering this data, CallRail allows businesses to score their leads more easily and gauge the effectiveness of different marketing campaigns.
Intercom is a powerful set of tools for better managing your company’s customer support system. It includes a help center with a feedback system, which you can use to focus future articles on the growing needs of your customers, and it also provides a robust conversation system that allows you to assign support teams to customers based on specific criteria (about the customer or discussion topic), rather than just based on availability. Intercom is designed to create a more effective customer support network by specifically tracking and targeting your customers’ needs.
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CallRail's End Points
Create separate companies with different configurations and tracking numbers. Then, you can retrieve information like the company’s name, creation date, lead scoring settings and company ID. This will allow you to track each different parameter in your analytics.
Track any users who have access to your call data at various permission levels. This field provides you with contact information about the user - including their name, email, user ID, role and company - so that you can integrate your user and company data for analysis.
Retrieve an account’s name and ID and choose whether or not to enable outbound call recording. Since this is the top level object for CallRail, you can also use that account ID to integrate data - such as “Company” or “Tracker” - that is generated by any lower level object within that account.
Retrieve data from other data sources by integrating CallRail data with third party tools. The data in this field includes the name of the third party tool being integrated, the type of integration, its status, the unique integration ID, and associated companies. CallRail can use all of this data to provide more robust marketing analytics.
Gather call data from tracking numbers that can either be linked to a specific source or associated with a particular visitor. This field can retrieve a variety of data from those calls, including the tracker ID, tracking numbers and associated companies. This information can help you qualify leads and gauge the effectiveness of marketing campaigns.
Retrieve data on an individual call, including the duration, source, phone number and status i.e., whether it was answered, missed, etc. Additionally, you can retrieve contact information for the caller, including their name, phone number, and whether or not CallRail rates the call as having provided a good lead.
Intercom's End Points
Track the content of conversations and who is involved in them. This can be used to generate data about which topics customers are most concerned with so that you can further focus your support efforts accordingly.
Sort specific groups of users and companies that you are communicating with by creating an easily searchable tag that permeates all of your intercom databases, and you can use that tag to integrate other data about those groups throughout intercom.
Collect valuable customer data for your CRM, including basic contact info such as name, email address, and phone number but also more specific data, such as when they signed up, last signed in, and the tags associated with them.
Track the progress of your business relationship with companies (including a list of their users). Use that data to monitor how well your support network is meeting a company’s needs and how much of your overall revenue comes from each of the companies that are interacting with your business via intercom.
Automatically categorize users based on set criteria. Then Intercom can assign support teams based on that criteria, which allows you to more easily match customers with the support team members that can best assist them.