CallRail Integration

Attribute CallRail calls to the marketing that drove them

Send CallRail call events into Convertmax via webhooks so inbound calls join the same identity, attribution, and revenue reporting as your site, ads, and CRM.

Every CallRail call feeds first-party identity and campaign reporting—so phone conversions count in the same revenue picture as digital leads.

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What the integration does

What you can do today

Capture CallRail calls and connect them to attribution and revenue reporting—built for teams that rely on call tracking for local and high-intent demand.

Webhook ingestion

Point CallRail webhooks at Convertmax so new calls, tags, and outcomes flow in automatically as they happen.

Call events in one timeline

Inbound, outbound, and tagged calls appear alongside form fills, site visits, and CRM activity in a unified customer view.

Caller identity resolution

Phone numbers from CallRail are matched to contacts and journeys when callers have interacted with your marketing elsewhere.

Campaign and keyword credit

Connect calls to tracking numbers, sources, and landing pages so you know which campaigns and keywords drive phone revenue.

Revenue attribution

See which channels and campaigns generated CallRail calls and the closed revenue tied to those conversations.

Straightforward setup

Configure the webhook in CallRail with the URL and credentials from your Convertmax dashboard—no custom middleware required.

Built for revenue-focused attribution

Connect revenue activity to first-party marketing measurement

CallRail tells you which numbers and sources drove a call; Convertmax ties those calls to the full journey and revenue outcomes your team reports on.

When a caller has also visited your site, clicked an ad, or filled a form, CallRail events stitch into the same profile so marketing and sales see one story.

How it works

From connection to revenue reporting

1
Create the integration
Add a CallRail integration in Convertmax to get your webhook URL and signing details.
2
Configure CallRail
In CallRail, add Convertmax as a webhook destination using the URL from your dashboard.
3
Place a test call
Trigger a test call or use CallRail's webhook tester to confirm events arrive with the expected fields.
4
Report on call attribution
Calls start contributing to identity profiles, campaign reporting, and revenue attribution in Convertmax.

Get started with CallRail + Convertmax

Questions about setup, identity stitching, or rolling this out across your stack? Email help@convertmax.io or book time with the team.