CallRail
Filament

Ask questions about your CallRail data

Connect CallRail to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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CallRail tracks which marketing sources drive phone calls, but connecting call data to actual revenue, customer lifetime value, or campaign ROI means working across your CRM, advertising platforms, and payment systems. Filament links CallRail to your other tools and answers questions about attribution, conversion quality, and channel performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track CallRail KPIs with Filament Analytics

Connect your CallRail account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key CallRail metrics you can track in Filament:

Calls
Track inbound phone calls with tracking_source, duration, recording_url, caller_name, caller_number, and first_call status to analyze which marketing channels drive qualified conversations.
records:
tracking_sourcedurationrecording_urlcaller_namecaller_numberfirst_call
Text Messages
Monitor SMS conversations with message_content, direction, conversation_id, contact_name, and timestamps to understand customer communication patterns across channels.
records:
message_contentdirectionconversation_idcontact_namecreated_at
Form Submissions
Capture web form data with form_url, referrer, submission_content, and lead_source to connect online inquiries to their original marketing touchpoints.
records:
form_urlreferrersubmission_contentlead_sourcesubmitted_at
Trackers
Access tracking number configurations including tracker_type, tracking_number, destination_number, and whisper_message to audit your call routing setup across campaigns.
records:
tracker_typetracking_numberdestination_numberwhisper_messagestatus
Companies
View account structure with company_name, time_zone, and account_id to manage multi-location or multi-client reporting for agencies.
records:
company_nametime_zoneaccount_idcreated_at
Integrations
Monitor connected platforms with integration_type, status, and configuration_details to track which CRM or advertising tools receive CallRail data automatically.
records:
integration_typestatusconfiguration_detailslast_sync
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Combine CallRail with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, CallRail lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your CallRail data gets even more powerful when combined with other tools:

CallRail
Google Ads

CallRail + Google Ads

Connect CallRail call tracking with Google Ads campaign data to see which keywords and ad groups drive the most phone leads, then calculate cost per qualified call across your search campaigns.

CallRail
HubSpot

CallRail + HubSpot

Connect CallRail calls and form submissions with HubSpot contacts and deals to track which marketing sources generate the highest-value opportunities and close rates in your sales pipeline.

CallRail
Salesforce

CallRail + Salesforce

Connect CallRail tracking data with Salesforce opportunities to analyze which campaigns drive qualified leads that convert to revenue, building a kpi dashboard for true marketing attribution.

Benefits of Filament's CallRail Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your CallRail account

Connect your CallRail account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your CallRail data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build CallRail dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

CallRail integration FAQ

Everything you need to know about connecting CallRail with Filament and getting the most out of your data.