Turn the visitors who chatted with you into the audiences your ads actually pay for.
Get more done with Tidio and CallRail integration
See the call and the chat as one conversation, with CallRail tracking what brought the lead in.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
Advertising
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and CallRail
Pick up where the call ended
The CallRail record of a previous call reaches Tidio, so an agent answers a returning customer without asking them to explain everything again.
Rescue the missed call
A missed or abandoned call in CallRail can trigger a Tidio message, so the lead gets an answer instead of hanging up and calling somebody else.
Keep the attribution intact
The campaign, keyword and landing page CallRail captured travel with the conversation, so marketing can see which ads produce calls and which produce chats.
Start with the context
Call outcomes and transcripts from CallRail are attached to the customer, so the next agent knows what was already promised.
Overview
CallRail tells you which campaign, keyword or page produced a phone call, and who called. Connected to Tidio through Zapier or the Tidio API, that record sits next to the chat, so a visitor who called yesterday is recognized when they message today. It works the other way too. A missed call in CallRail can start a Tidio follow up, and the source CallRail captured travels with the lead your team creates.
Key features
- Recognize the caller in chat with the CallRail history attached to the visitor
- Follow up on a missed call with a message instead of an unanswered voicemail
- Keep the source with the lead so the campaign CallRail tracked is not lost at handover
- Read the call before replying using the CallRail summary or transcript in the inbox
CallRail
Advertising
Tags
Conversion Tracking
Marketing Automation
How it works
Connect CallRail in minutes
1
Connect Tidio and CallRail
Link them with Zapier or the Tidio API and choose the CallRail fields, such as caller, source and outcome, that support should see.
2
Decide what a call triggers
A new, missed or tagged call in CallRail can open a Tidio conversation or add its record to an existing one.
3
Answer in either channel
Calls and chats sit against the same customer, and the source stays attached to the lead.
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Frequently asked questions
Common questions about the CallRail integration
Can Tidio show what a caller talked about?
Yes, if you pass it. CallRail call outcomes, tags and transcripts can be attached to the customer in Tidio, so an agent picks up the thread rather than starting over.
Does this help with attribution?
It keeps it in one piece. The campaign and keyword CallRail records stay attached to the conversation and the lead, so chat and call leads are measured the same way.
Is the CallRail integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the CallRail integration.