Integrate QuickBooks with CallRail for Automated Data Sync

About QuickBooks

QuickBooks is Intuit Inc's set of software solutions designed to manage payroll, inventory, sales and other needs of a small business. The software's features include marketing tools, merchant services, product and supplies, training solutions.

About CallRail

CallRail provides businesses with tracking phone numbers that they can use to gather valuable customer interaction data from phone calls. This includes the source of the call - an advertisement on social media, for example - as well as information about the callers themselves. Additionally, once a call is completed, CallRail automatically generates a transcript of the call. By gathering this data, CallRail allows businesses to score their leads more easily and gauge the effectiveness of different marketing campaigns.

Popular Use Cases

Bring all your QuickBooks data to Amazon Redshift

Load your QuickBooks data to Google BigQuery

ETL all your QuickBooks data to Snowflake

Move your QuickBooks data to MySQL

Bring all your CallRail data to Amazon Redshift

Load your CallRail data to Google BigQuery

ETL all your CallRail data to Snowflake

Move your CallRail data to MySQL

CallRail's End Points

CallRail Companies

Create separate companies with different configurations and tracking numbers. Then, you can retrieve information like the company’s name, creation date, lead scoring settings and company ID. This will allow you to track each different parameter in your analytics.

CallRail Users

Track any users who have access to your call data at various permission levels. This field provides you with contact information about the user - including their name, email, user ID, role and company - so that you can integrate your user and company data for analysis.

CallRail Accounts

Retrieve an account’s name and ID and choose whether or not to enable outbound call recording. Since this is the top level object for CallRail, you can also use that account ID to integrate data - such as “Company” or “Tracker” - that is generated by any lower level object within that account.

CallRail Integrations

Retrieve data from other data sources by integrating CallRail data with third party tools. The data in this field includes the name of the third party tool being integrated, the type of integration, its status, the unique integration ID, and associated companies. CallRail can use all of this data to provide more robust marketing analytics.

CallRail Trackers

Gather call data from tracking numbers that can either be linked to a specific source or associated with a particular visitor. This field can retrieve a variety of data from those calls, including the tracker ID, tracking numbers and associated companies. This information can help you qualify leads and gauge the effectiveness of marketing campaigns.

CallRail Calls

Retrieve data on an individual call, including the duration, source, phone number and status i.e., whether it was answered, missed, etc. Additionally, you can retrieve contact information for the caller, including their name, phone number, and whether or not CallRail rates the call as having provided a good lead.

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AS400

AdRoll

Aftership

Airtable

AlloyDB

Amazon Aurora

Amazon Kinesis

Amazon RDS

Amazon Redshift

Amazon S3

Amplitude

AppsFlyer

Asana

Table of Contents

About QuickBooks

About CallRail

Popular Use Cases

CallRail's End Points

CallRail Companies

CallRail Users

CallRail Accounts

CallRail Integrations

CallRail Trackers

CallRail Calls

Integrate QuickBooks With CallRail Today

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