Workiz integration overview
Workiz is the leading field service management platform built for home service businesses. The CallRail integration connects your lead intake data directly into Workiz, so your team sees full attribution on every inbound lead without adding to their busywork.
Every time a lead calls or texts, CallRail manages the data entry behind the scenes by checking Workiz for a matching record. It seamlessly updates existing leads or creates a new Lead and linked contact on the spot, automatically logging attribution details — including the source, medium, campaign, and landing page — directly into the lead's comments in Workiz. If you have Conversation Intelligence enabled, CallRail also adds a concise AI-generated call summary to the lead's comments, allowing your team to quickly understand the context of a call without having to listen to the full recording.
This real-time sync also powers Voice Assist. When a call comes in, your AI agent instantly references your Workiz records, recognizing exactly who is calling before the conversation even starts.
Integration Features
- Automated Lead & Contact Creation: CallRail automatically creates or updates a lead and linked contact in Workiz for every tracked call and text, keeping your records current without manual data entry.
- Detailed Marketing Attribution: CallRail automatically logs the source, medium, campaign, and landing page details into the lead's comments in Workiz. This gives your team full visibility into exactly which marketing efforts are driving inbound leads.
- AI-Generated Call Summaries: For accounts with Conversation Intelligence enabled, CallRail automatically includes a concise, AI-generated summary in the lead's comments. This allows your team to quickly understand the context of a call without needing to listen to the entire recording.
- Personalized Caller Recognition: Voice Assist integrates with Workiz to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions.
