CallRail

CallRail

Call tracking and analytics platform for managing calls, tracking numbers, text messages, and form submissions.

API Key33 tools

Three ways to use CallRail

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with CallRail.

Call Data Time Series

Returns aggregate call data grouped chronologically (limited to 200 data points).

Tool

Create a Company

Creates a new company within an account.

Tool

Create an Integration

Creates a new integration (e.g., webhook) for a company.

Tool

Create an Outbound Call

Initiates an outbound call connecting a business representative with a customer (US and Canadian numbers only).

Tool

Create a Tag

Creates a new tag at the account or company level.

Tool

Create a Tracker

Creates a new tracking number (source or session tracker) with call routing and source configuration.

Tool

Get started automating CallRail

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using CallRail

Browse all

Morning call review queue for CallRail leads and spam

Open one screen each morning to score yesterday's tracked calls as qualified, not a lead, or spam, and send the real leads straight to HubSpot.

CallRailHubSpot

Cost per qualified call dashboard for CallRail and Google Ads

See what every client location really pays for a qualified phone lead by blending CallRail call tracking with Google Ads spend in one shareable dashboard.

CallRailGoogle Ads

CallRail tracking number manager for multi client agencies

See every CallRail tracking number across your client accounts in one table, find the ones nobody calls, and rename, reroute, or release them in place.

CallRail

High-intent CallRail buying signals to HubSpot and Slack

Every 15 minutes during business hours, scan completed CallRail calls, flag the high-intent ones from the transcript, and alert HubSpot and Slack with the next step.

CallRailHubSpotSlack Bot

CallRail form to Salesforce lead with Slack alert

Every 15 minutes, turn new CallRail form submissions into Salesforce leads and ping a Slack channel with an AI summary and suggested reply.

CallRailSalesforceSlack

Weekly CallRail marketing channel ROI report to Slack

Every Monday morning, rank your marketing channels by qualified CallRail calls, post a readable digest to Slack, and log a trend row to Google Sheets.

CallRailSlackGoogle Sheets

Daily CallRail call log to Google Sheets

Every morning, archive yesterday's CallRail calls into a Google Sheets tab so marketing and ops can pivot the data and join it with other sources.

CallRailGoogle Sheets

Missed call recovery agent for CallRail and HubSpot

Every 30 minutes, find missed and abandoned CallRail calls, look up each caller in HubSpot, and send a personalized callback text from the tracking number they dialed.

CallRailHubSpotSlack Bot