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CallRail connection guide

Use this guide to connect your CallRail data to Supermetrics, and start adding it to your reporting.


If you need to connect this data source to one of our data warehouse or cloud storage destinations, explore our prerequisite and filling guides.


Before you begin

To connect Supermetrics to CallRail, you need:


Query types

Call data
  • Returns data on calls and leads acquired through calls. Find metrics like the number of calls, answer rate, call duration, lead amount, and lead value.
  • Gathers data about call insights by splitting the data by time, call source, number, or agent. This can help with resource planning and identifying the best-performing agents.
  • Gathers data on a specific call and fetches direct links to recordings. 
Form submission data
  • Returns data on form submissions and leads acquired through forms. Find metrics like the number of form submissions, lead amount, and lead value.
  • Gathers lead insights by splitting the data by time or by source. You can also fetch all form submission data to dig into specific answers.


Instructions

For Excel users

If your team uses Supermetrics for Excel, you'll see different options for managing and sharing data source connections in that destination. Learn more.


Google Sheets Data StudioExcel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select CallRail.
  5. Enter your API key, and click Start.
  6. Select the accounts you'd like to include in your reporting.
  7. Navigate to Report configuration.
  8. Choose your query type.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.


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