Power BI CallRail Connector

CallRail

Azure SQL Server

Power BI

Power BI CallRail Connector by Vidi is the most convenient solution for integrating CallRail data into your analytics workflow, solving multiple challenges.

No manual data extraction needed – Calls, leads, sources, and marketing attribution data are automatically combined into an easy-to-use format.
Analyze multiple CallRail accounts together – Consolidate call data from multiple accounts into a single dataset for unified reporting.
Seamless integration with BI tools – Connect CallRail directly to Power BI, Tableau, Excel, Looker Studio, and other analytics platforms to unlock deep insights.
Comprehensive call analytics – Track call performance, lead quality, marketing attribution, and agent efficiency in one centralized view.

Use Cases and Advantages

Performance Analysis and Reporting: By fetching data from CallRail’s calls_table, businesses can analyze call volumes, durations, and outcomes. This information aids in evaluating campaign effectiveness, identifying peak call times, and optimizing staffing levels to enhance customer service.
Customer Journey Mapping: Integrating tags_table data allows businesses to categorize calls based on predefined tags such as lead source, customer inquiry type, or marketing campaign. This facilitates comprehensive customer journey mapping, offering insights into which marketing efforts are driving engagement and conversions.
Operational Insights: The companies_table provides a holistic view of client organizations linked to calls, enabling businesses to segment performance metrics by company size, industry, or geographic location. This segmentation is invaluable for targeting specific market segments effectively.
User Activity Tracking: Leveraging the users_table, businesses can monitor user interactions with CallRail, tracking user-specific activities and performance metrics. This data is pivotal for assessing team productivity, refining training programs, and optimizing user engagement strategies.
Campaign Performance Optimization: Integrating CallRail API with analytics platforms like Power BI enables real-time monitoring of campaign performance metrics alongside other business data. This integration empowers marketers to make data-driven adjustments swiftly, ensuring campaigns remain aligned with strategic goals.

With Vidi’s Power BI 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 Power BI CallRail Connector extracts call tracking data in a structured format, saving you dozens of hours in data preparation. You will get ready-to-use tables such as:

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

Challenge

E-commerce Industry

An e-commerce business use CallRail to track inbound calls from digital marketing campaigns. However, integrating call tracking data with BI tools to measure ROI, customer inquiries, and sales conversions remains a challenge. Without proper analytics, businesses struggle to optimize their ad spend and improve customer service.

Solution

Our CallRail connector seamlessly extracts call tracking data, integrating it with BI tools like Power BI, Tableau, and Looker. This enables businesses to analyze call performance, attribute conversions to marketing channels, and optimize ad spending with real-time insights, leading to better customer engagement and higher ROI.

Challenge

Real Estate Industry

Real estate agencies rely on CallRail to track leads from online ads, property listings, and agent calls. However, without a centralized reporting system, it’s difficult to analyze call trends, measure agent performance, and track which marketing channels drive the most qualified leads.

Solution

Our CallRail connector automates data extraction and integrates it with BI tools, providing real estate agencies with insights into lead sources, call durations, and agent responsiveness. This helps them optimize ad campaigns, improve follow-up strategies, and close more deals efficiently.

Challenge

Healthcare Industry

Healthcare providers use CallRail for patient inquiries, appointment bookings, and telehealth consultations. However, they lack visibility into call volumes, missed calls, and patient engagement trends, leading to inefficiencies in patient communication and scheduling.

Solution

With our CallRail connector, healthcare providers can integrate call data with their BI tools to analyze call response times, appointment conversion rates, and patient inquiries. This enables them to optimize staffing, reduce missed calls, and enhance patient experience through data-driven decision-making.

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