Fields CallRail sends to Salesforce

 

Need to know what fields CallRail can send to Salesforce? You're in the right place. 

The integration supports mapping data to custom and standard fields of the following types: string, picklist, multipicklist, phone, email, url, currency, int, datetime, double date, percent, and textarea.

Below is a list of specific call fields CallRail can send to Salesforce:

Call Field Description
agent_email
Email address for the user who answered the call, when applicable.
answered
Whether the call was answered (true) or not answered (false).
business_phone_number
The phone number of the person or business who answered the call from the dialed tracking number.
call_highlights
A list of relevant keywords automatically found in the call transcription.
call_summary
Three to five sentences that summarizes the contents of the call. This is available when the call is over 30 seconds, for customers with a subscription to a Premium Converation Intelligence plan. For more information, see our support article on Call summaries.
call_type
The type of call. One of abandonded, answered, in_progress, missed, outbound, voicemail, or voicemail_transcription.
campaign
The name of the campaign the call belongs to.
company_id
The string id of the company the call belongs to.
company_name
The name of the company the source belongs to .
company_time_zone
The configure time zone of the company in CallRail.
created_at
The date and time the call was created in the current timezone (ISO 8601 format) with an offset.
customer_city
The customer’s city, based on the original assigned location of their phone number.
customer_country
The customer’s country, based on the area code of their phone number.
customer_name
The customer’s name, as reported by Caller ID.
customer_phone_number
The customer’s phone number (in E.164 format).
customer_state
The 2-character abbreviation for the customer’s state, based on the original assigned location of their phone number.
device_type
Either mobile or desktop, available for calls placed to Website (Session) trackers.
direction
Whether the call was inbound (from a customer to you) or outbound (from you to a customer).
duration
The duration of the call in seconds.
fbclid
fbclid as captured from the landing page parameter, available for calls placed to Website (Session) trackers.
first_call
Whether or not the call is the caller’s first call to this company.
formatted_business_phone_number
The phone number of the person or business who answered the call from the dialed tracking number, formatted for display.
formatted_call_type
The type of call, formatted for display.
formatted_customer_location
The customer’s city and state formatted for display.
formatted_customer_name
The customer’s name with certain values stylized for display.
formatted_customer_name_or_phone_number
The name or phone number of the customer as reported by Caller ID, formatted for display.
formatted_customer_phone_number
The customer’s phone number formatted for display.
formatted_duration
The duration of the call formatted for display.
formatted_tracking_phone_number
The business’ tracking phone number for this call formatted for display.
formatted_tracking_source
The name of the call source formatted for display.
formatted_value
The value of the call assigned via the CallRail dashboard, formatted as currency or “–” if not set.
ga
Google Universal Analytics _ga value, available for calls placed to Website (Session) trackers.
gclid
gclid as captured from the landing page parameter, available for calls placed to Website (Session) trackers. This is also available for calls from Google Ads call assets (formerly called extensions) and call-only ads through the use of our Google Ads Call Details Forwarding integration.
good_lead_call_id
If provided, the id of the call that was originally scored as a good lead.
good_lead_call_time
If provided, the time of the call that was originally scored as a good lead.
id
Unique identifier for the call.
keypad_entries
A list of key-value pairs containing each number entered by the caller as part of a call flow. Each item includes the name given to the keypad entry step in the call flow and the numbers entered by the caller in the keypad entry step of the call flow. { "name": "Account Number", "value": "1234" }
keywords
The keywords the visitor searched for, if available for calls placed to Website (Session) trackers. Keywords only provided from paid ad sources.
keywords_spotted
Array of keywords spotted, each containing keyword with locations in seconds offset from beginning of recording.
landing_page_url
The URL the caller first landed on, available for calls placed to Website (Session) trackers.
last_requested_url
The URL of the active page at the time the call was placed, available for calls placed to Website (Session) trackers.
lead_status
The current lead status of this caller (as of this call). One of good_lead, not_a_lead, previously_marked_good_lead, or null.
medium
The medium associated with the call. Most commonly “PPC”, “direct”, or “Organic”.
milestones
An object describing the attribution data associated with the lead’s milestones. For more information, see our support article on Attribution Modeling.
milestones: first_touch
Automatically included when you request the milestones object. The First Touch milestone is the first time a customer engages with your company. For example, if they click a PPC ad that takes them to a landing page or they are called by a sales representative on your team. This is the first time a customer interacts with your company.
milestones: last_touch
Automatically included when you request the milestones object. The Last Touch milestone is the last source before the current call. For example, if a customer clicks on a Google PPC add and then calls the tracking number on your website, and then later navigates back to your website via the Google search results page and calls one of your tracking numbers again, their First Touch source would be Google Ads and the Last Touch source for the 2nd call would be Google Organic.
milestones: lead_created
Automatically included when you request the milestones object. The Lead Creation milestone is the last source before a customer calls, texts, or submits a form and becomes known to your business as a new lead. For example, if a customer clicks on one of your Google Ads PPC ads and then calls the tracking number on your landing page, their Lead Creation milestone would be that PPC ad because it caused them to call.
milestones: qualified
Automatically included when you request the milestones object. The Qualified milestone is the last source before a customer becomes scored as a qualified lead.
msclkid
msclkid as captured from the landing page parameter, available for calls placed to Website (Session) Trackers.
note
Any text notes to associate with this call.
person_id
Unique identifier for the lead associated with the phone call.
prior_calls
The number of times this company received a call from this customer prior to this call. If this is the first call from the customer, prior_calls will be 0.
recording
A URL pointing to the calls/recording api endpoint.
recording_duration
The length in seconds of the recording, if available.
recording_player
The URL for a stand-alone recording player for this call, if available.
referrer_domain
The domain that referred the caller to your website, available for calls placed to Website (Session) trackers.
referring_url
The URL that referred the caller to your website, available for calls placed to Website (Session) trackers.
sentiment
The assigned sentiment of the conversation. This is available to customers with a subscription to a Premium Converation Intelligence plan. For more information, see our support article on call sentiments.
source
The marketing source that led to the phone call.
source_name
The name of the tracking number within CallRail.
speaker_percent
A JSON object containing the values of the percentage of time spent talking by the Agent and Customer on a call.
start_time
The date and time the call started in the current timezone (ISO 8601 format) with an offset.
tags
Any tags which have been applied to this call.
timeline_url
A link to the lead’s timeline, which displays the web sessions and touchpoints a caller had on your website before, during, and after calling your business. For more information, see our support article on Caller Timelines.
total_calls
The total number of calls received from a customer phone number.
tracker_id
If provided, only return calls to this specific tracking number.
tracking_phone_number
The business’ tracking phone number for this call (in E.164 format).
transcription
A transcribed copy of the the conversation or voicemail message, if available. Phone call transcription requires a subscription to a Conversational Intelligence plan. Call recording must be enabled on tracking numbers where you’d like to transcribe calls. See our support article for details.
utm_campaign
utm_campaign as captured from the landing page parameter, or as specified in the configuration for Source Trackers.
utm_content
utm_content as captured from the landing page parameter, available for calls placed to Website (Session) trackers.
utm_medium
utm_medium as captured from the landing page parameter for Website (Session) Trackers, or as specified in the configuration for Source Trackers.
utm_source
utm_source as captured from the landing page parameter for Website (Session) Trackers, or as specified in the configuration for Source Trackers.
utm_term
utm_term as captured from the landing page parameter, available for calls placed to Website (Session) trackers.
utma
Google Analytics _utma value, available for calls placed to Website (Session) trackers.
utmb
Google Analytics _utmb value, available for calls placed to Website (Session) trackers.
utmc
Google Analytics _utmc value, available for calls placed to Website (Session) trackers.
utmv
Google Analytics _utmv value, available for calls placed to Website (Session) trackers.
utmz
Google Analytics _utmz value, available for calls placed to Website (Session) trackers.
value
A number representing the monetary value of this call.
voicemail
Whether the call ended with a voicemail (true) or not (false).
waveforms
Only present if the call was recorded. Contains the URLs of two images representing the volume of the call over time.
zip_code
A list of each zip code entered by the caller as part of the geo-routing step of a call flow. See our support article for more information.

 

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