CallRail Salesforce integration
A custom integration built on CallRail's API. Every tracked call lands on the right Salesforce record, and your team sees calls in two Lightning components: one on the record and one dashboard. Built for Litify and CaseCloud, and works with any Salesforce org.
100%
of calls matched to an existing intake or made into a new one
Testing at a 16-office Virginia injury and disability firm, before go-live.
Works with
Three parts
Not CallRail's standard connector. A purpose-built integration your team sees right on the record.
API integration
Calls come from CallRail's API straight into Salesforce. Each one is matched to the caller's record by phone number, or becomes a new intake. No stray Leads and no middleware.
Call component
A Lightning Web Component on the intake or matter that lists every call with its time, length, source and campaign.
Dashboard component
A Lightning Web Component dashboard showing calls by source and campaign, and how many became intakes and signed cases.
Calls3
- Inbound, 4 min 12 sGoogle Ads, Workers' comp campaignToday 10:42
- Inbound, 1 min 05 sWebsite, Contact page numberMon 3:18
- MissedBillboard, I-64 numberMon 3:02
Call dashboardThis month
Example data.
How a call flows
From the end of the call to the dashboard, with no one typing anything.
- A call ends in CallRail
- The API sends it to Salesforce
- It is matched to the caller's record, or a new intake is created
- It appears in the call component on that record
- It is counted on the call dashboard by source and campaign
What you get
- Every call on the right record, with source and campaign
- A call history on each intake and matter
- A dashboard of calls, intakes and signed cases by source
- No stray Lead records left behind
What you need
- Salesforce, with Litify, CaseCloud or your own intake setup
- A CallRail account with API access
How setup runs
- Review your CallRail companies and intake process
- Connect your CallRail account and set the matching rules
- Test in a sandbox against your real call history
- Deploy the components to your pages and train your team
Want to see it on your calls?
Book a consultation and we will walk through how it fits your intake process.