Connect CallRail to Power BI

Windsor offers the best solution for connecting CallRail to Power BI. Our no-code process automatically syncs the two platforms, creating a seamless data transfer process that allows you to extract important metrics and dimensions of CallRail data. Use our simple process to get more from your marketing campaigns.

Why do I need CallRail and Power BI integration?

Automate marketing by connecting CallRail with Power BI. Automatically perform powerful analytics and visualize calls and communications via Power BI’s advanced platform. Use the insights to streamline marketing and communication channels for higher engagements and ROI. The synch achieves benefits such as:


Automated dataflows

CallRail is a powerful call-tracking tool that helps gauge the overall success of your marketing campaigns and customer interactions. When you transfer data to Power BI, you automate dataflows to gain deeper insights into the call and marketing data. Data flows automatically as soon as it is generated from CallRail and other sources. This gives a centralized view and deeper insights for informed decision-making.


Master marketing information

Power BI lifts the lid off your marketing campaign silos by automating processes and data access for an effective understanding of CallRail data. While CallRail may help you discover which leads emanate from specific campaigns, you need to understand which marketing campaigns are effective and which are not. Power BI allows you to present this information in different visualization types, such as bar and column charts, gauge charts, and combo charts, for a better understanding of marketing insights. You can also view data via interactive dashboards and share it in real-time for faster decision-making.


Tailored decision making

Do you wish to evaluate each marketing campaign and the leads it generates? You can choose particular visuals and reports you want to be generated through Power BI customization features. Features such as “Perspectives” that can be created within the Tabular Editor allow users to choose a subset of data from large data models, thus customizing their searches to specific marketing categories for tailored decision-making. Besides, you can customize reports based on needs to support an analytic decision within the marketing function. This allows you to make decisions faster and with more relevant information in Power BI.


Quick notifications

CallRail helps you track calls, giving important metrics such as call trends, patterns, duration, origin, and time of the day. Accessing this information for your teams can become hectic, especially for remote and geographically spread workforce. With Power BI, you can set up send and receive notifications on all events. You can subsequently send the information and notifications to teams via official social media channels such as WhatsApp, Discord, and Telegram. Teams get a chance to work on event triggers, leading to coherence in marketing analytics and decision-making.


Streamline omnichannel performance

Power BI centralizes all your omnichannel metrics, allowing coordinated data engagements, scheduling of tasks, and tracking of marketing activities. You can also automate the sending of messages and emails to customers via Power BI based on CallRail data. This is advantageous to teams in responding to customer needs, thus enabling them to close deals faster. The end result? Better omnichannel performance and improved ROI on marketing activities.

How to connect CallRail to Power BI

1. Register

Register or login if you already have an account.

 2. Select your source
You need to select CallRail as a Data Source and Grant Access to

Callrail source

3. Select Destination

Choose Power BI as the destination.


4. Sync your Data
Select the fields on the right, and click on “Get data” from the WEB in Power BI.

Power Bi click on “Get data” from WEB
Then copy the URL in the box below:

copy URL in box


What is CallRail?

CallRail is a call tracking and marketing analytics software that allows businesses to generate valuable insights into their customer interactions and campaigns. Enterprises use CallRail to decipher which campaigns drive the most inbound leads through calls, texts, chats, forms, and more. Using CallRail helps a business understand which marketing campaigns are effective, helping redefine a strategy for better customer experiences and marketing return on investment.

What is Power BI?

Power BI refers to a collection of software services, connectors, and apps from Microsoft that turns raw data into insightful reports and outputs. The platform has grown popular due to the ability to connect to multiple data sources, enabling organizations to centralize their decision-making. Power BI users can create data visuals, generate interactive reports, and view data through rich dashboards that can be shared with team members. Users can also build data models and advanced analytics on raw data.

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Extract CallRail data to Power BI with

See the value and return on every marketing touchpoint

data warehouse

Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketers, whenever they want.


Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.

Import CallRail data into Power BI and measure what matters