Integrate CallRail with Salesforce Pardot
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 Salesforce Pardot
With Pardot B2B marketing automation by Salesforce, businesses can streamline and simplify their marketing automations. This allows them to improve their overall business efficiency and long-term strategies, aligning their sales and marketing teams, generating better leads, improving their email marketing, and more.
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 Salesforce Pardot data to Amazon Redshift
Load your Salesforce Pardot data to Google BigQuery
ETL all your Salesforce Pardot data to Snowflake
Move your Salesforce Pardot data to MySQL
Integrate CallRail With Salesforce Pardot Today
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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.
Salesforce Pardot's End Points
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Fully control and streamline your forms. This will help you send the right communication to the right people at the right time.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a prospect’s lifecycle history, including their current lifecycle stage, the ID of the stage they will be in next, the time it was created, and more. Use this data to understand your conversions, customer retention rates, and more.
Control, track, and edit your lists, including list name, description, last time it was updated, and more. This can help with segmentation, targeting, and long-term customer retention.
Search for tags, get a list of recently tagged media, or retrieve information about a tag object. Then use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.