CallRail Tableau Connector

CallRail

Azure SQL Server

Tableau

Vidi Tableau CallRail Connector offers the simplest and most efficient way to incorporate CallRail data into your analytics workflow, effectively addressing various challenges.

Eliminate manual data extraction – calls, leads, sources, and marketing attribution data are automatically merged into a ready-to-use format.
Combine data from multiple CallRail accounts – merge information from various accounts into a single dataset.
Effortlessly integrate with BI tools – link CallRail directly to Power BI, Tableau, Excel, Looker Studio and other analytics platforms.
Get complete call analytics – monitor call performance, lead quality, marketing attribution and agent efficiency all in one centralised dashboard.

Use Cases and Advantages of CallRail Tableau Integration

Performance Analysis and Reporting: By extracting data from CallRail’s calls_table, businesses can evaluate call volumes, durations, and outcomes. This data helps to assess campaign performance, identify peak call periods and optimise staffing.
Customer Journey Mapping: Using the tags_table, businesses can categorise calls based on tags like lead source, inquiry type or marketing campaign. This allows businesses to analyse customer journey, evaluating which marketing initiatives are driving engagement.
Operational Insights: The companies_table offers an overview of client organisations associated with calls. This allows businesses to segment performance metrics by factors such as company size, industry or location. This segmentation is vital for targeting specific market segments more effectively.
User Activity Tracking: The users_table allows businesses to track user interactions within CallRail to monitor individual activities and performance metrics. This information is essential for evaluating team productivity, enhancing training programs and improving strategies.
Campaign Performance Optimisation: Integrating CallRail with Tableau allows real-time tracking of campaign metrics. This integration enables marketers to make quick adjustments, ensuring campaigns stay aligned with objectives.

With Vidi Tableau CallRail Connector, you can turn raw call data into actionable insights for smarter decision-making.

Learn more about our connector below:

Vidi CallRail Connector Tables Documentation

Our customers

Easy data model

Our Tableau CallRail Connector pulls call tracking data into a structured format, saving you countless hours. You will receive ready-to-use tables, including:

Call Details
Lead attribution

Marketing Performance
Company Insights

User & Agent Performance
Tags and Categorization

Additional customisations are available upon request.

View documentation

Pricing

$1200 per year

14 days free trial

Unlimited number of CallRail accounts

Unlimited Customer Support

Case Studies – CallRail Tableau Integration

Challenge

E-commerce Industry

The brand lacked visibility into which marketing channels were driving the most qualified leads and sales calls.

Solution

Tableau and CallRail Integration enabled the client to integrate call data with their existing sales analytics. They tracked lead sources, call outcomes and agent performance. This helped to identify high-performing campaigns and improve sales strategies.

Challenge

Real Estate Industry

The agency needed to track which marketing efforts were generating the most qualified leads and measure agent performance.

Solution

By using Vidi Tableau CallRail Connector, the agency gained insights into lead sources, call durations and agent performance. They used this data to refine marketing strategies and provide targeted training for agents.

Challenge

Healthcare Industry

The provider needed to better understand patient call patterns and improve response times to enhance patient satisfaction.

Solution

Tableau and CallRail integration helped client to analyse call data to identify peak call times, common patient inquiries and call resolution rates. They used this data to optimise staffing and streamline call handling processes.

Reviews

Great service and tools worked exactly as expected

Michael Khoury

The team at Vidi has been great to work with! Super responsive to my numerous questions, and even going so far as to help me learn and make small changeson my own.

Chris Ginsbach

Great group to work with, understood my needs and helped me design a solution that works

Michael Russell