Integrate CallRail with Promoter.io

About CallRail

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.

About Promoter.io

Promoter.io generates a Net Promoter Score (NPS) for companies by sending their customers surveys and using the results to segment them into promoters, passives, and detractors. It can also evaluate written customer feedback - assessing it for positivity and negativity - and allow users to add relevant tags to customer responses. Users can then view an analytics dashboard in Promoter.io to track a company’s NPS over time and monitor the emergence of various response trends.

Popular Use Cases

Bring all your CallRail data to Amazon Redshift

Load your CallRail data to Google BigQuery

ETL all your CallRail data to Snowflake

Move your CallRail data to MySQL

Bring all your Promoter.io data to Amazon Redshift

Load your Promoter.io data to Google BigQuery

ETL all your Promoter.io data to Snowflake

Move your Promoter.io data to MySQL

Integrate CallRail With Promoter.io Today

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CallRail's End Points

CallRail Companies

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.

CallRail Users

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.

CallRail Accounts

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.

CallRail Integrations

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.

CallRail Trackers

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.

CallRail Calls

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.

Promoter.io's End Points

Promoter.io Contacts

Create or retrieve data about a contact, including their name, contact ID, email, and any attributes that have been assigned to them. Then, use those attributes to filter your NPS analytics so that they show company performance within a more specific set of parameters.

Promoter.io Campaigns

Set up an email campaign on Promoter.io by providing the name of the campaign, the dates it will run, and the contact list the campaign is being sent to. Then, specify whether to survey the entire contact list or only contacts that haven’t been surveyed yet. This will allow you to create specialized campaigns for the new recipients on your lists.

Promoter.io Feedbacks

Retrieve customer feedback that Promoter.io has collected, including the contact information for the respondee, the score they chose, any comments they left, and whether those comments are positive or negative.

Promoter.io Contact Lists

Create or modify a list of recipients that you wish to survey. You can choose to allow Promoter.io to automatically add contacts as you survey them, or you can integrate Promoter.io with an existing contact list that you wish to survey.

Promoter.io Email Templates

Personalize the email templates used for your survey campaigns by branding them with your logo, writing introductions to the survey questions, or specifying what products or companies the surveys are for.

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