Injecting call data into your other marketing tools is one of the most beneficial ways to get the most out of your call tracking. But when it comes to integrating your call and marketing analytics, it’s important to have the most accurate and useful data available. You don’t want unnecessary call data muddling your database.

That’s why CallRail has  expanded our custom Integration Filters. You’ll be able to set detailed criteria to determine which calls are sent to each of your third-party integrations.

How does it work?

Available at the company level within your CallRail account, you can set granular filters for specific integrations activated within the CallRail platform. This way, you can customize the data you’re sending to the apps that help you make data-driven decisions.

  • Different filters for each integration. You’ll be able to customize at the integration level, meaning you can choose to send all calls to Google Analytics but set something more specific for Slack.
  • Filter by tracking number. Send only calls from offline campaigns to Salesforce, and those from keyword pools to Marketo. The choice is yours.
  • Filter by call type. Choose to only send voicemails, first-time callers, missed calls and voicemails, or all calls.
  • Filter by call tag. Are you utilizing tags in call flows to better organize your phone calls? You can choose to send only calls with specific call tags to particular integrations.
  • Filter by call duration. Only report calls that exceed a certain length; such as 30 seconds, 1 minute or 5 minutes.

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Endless Integration Options to Fit Your Needs

The beauty of customizing your integration settings is the multitude of ways you can send your call data. Customization ensures you can get the information you need when and where you need it. Here are just a few ways you can sift through your data using Integration Filters:

Only send Sales calls to your CRM.

One of the most common CallRail setups is sending callers to a main line number utilizing a menu step. Pressing 1 tags the call as “Support” and pushes to a Customer Service team, while pressing 2 tags the call as “Sales” and sends the caller to an Account Executive. Not everyone wants support calls flooding in from existing customers pushing into their campaign and workflow data as new leads. With Integration Filters, you now have the ability to only send calls tagged as “Sales” to Salesforce, Marketo, and Hubspot.

Focus your lead generation on true conversions.

For some industries, longer calls are a sign of valuable calls; anything less than a minute in duration is a sign of a misdial or mundane inquiry. Reporting calls by duration gives you the opportunity to only report productive conversations. Using Integration Filters, you can choose to only send calls over a minute in length to Google Analytics and AdWords so you’re analyzing a campaign’s success based on meaningful phone leads.

Prioritize callers that need more attention.

Integrating CallRail with Slack or Hipchat can be extremely helpful for faster follow-up from your Sales team, but maybe you only need to be notified for missed callers that need immediate attention. Only send missed calls and voicemails from high priority tracking numbers to your messaging platforms, so your team knows who to follow up with faster.

Just like every tool you utilize fulfills a need for your organization, so should each CallRail integration. By setting custom Integration Filters, you’ll get a better handle on your data in a way that matters for your business.

Ready to start customizing your call data for even better reporting? Check out our support article for more tips on how to enable Integration Filters.

  • JPonDisqus

    Hey CR! Great post. I was actually thinking of this very feature yesterday and when I saw it in my inbox I was really happy.

    One question:

    I see that Zapier is nowhere to be found in this email, blog post or your actual integrations list. I know you have Webhooks, but could you enlighten me on how to best use filtering with Zapier?

    An example for the purpose of clarifying my setup:

    I host my landing page and it’s form on Unbounce. This landing page has the CallRail dynamic tracking script on it. When someone dials the number, Zapier (Using the CallRail integration on Zapier’s site) sends the call information to my CRM, Pipedrive, as a new deal. Up until recently I had the problem of ALL my calls being created in Pipedrive as new deals.

    I was hoping with this new filter feature to be able to only send FIRST-TIME callers to Pipedrive.

    Any suggestions on how to proceed?