CallRail logo

CallRail + Memtro

Ask which campaign drove the most calls this month, and which calls were missed.

Connect CallRail with an API key and Memtro reads calls with direction, duration, company, source, campaign, tags, lead status and value, and call counts by source, campaign or company. Phone numbers are never returned. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can tag, note and qualify calls, forms and texts, manage tags and companies, and add users. It can also text a customer or place a real outbound call to one, which reaches a person outside the company and cannot be undone.

In Memtro

What you can do with CallRail in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right CallRail tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Calls in a date window, filtered by company, direction, answer or lead status, or tag, with source and campaign
  2. 02One call in full, with the call summary and AI lead score where the plan provides them
  3. 03Call counts, answered, missed, first-time callers and leads, grouped by source, campaign, keywords or company
  4. 04When asked and granted, tags, notes, values or qualifies a call, form submission or text thread, and creates, renames, disables or permanently deletes tags
  5. 05When asked and granted, texts a customer from a tracking number or places an outbound call that rings a business phone then the customer, both reaching people outside the company
  6. 06When asked and granted, creates or renames companies, disables one along with all its tracking numbers, and adds users whom CallRail emails

Acts when asked

When you ask it to

These tools change something in CallRail. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a tag for a company
  2. 02Tag, note, value or qualify a call, or correct the caller's name
  3. 03Tag, note, value or qualify a form submission
  4. 04Tag, note, value or qualify a text thread
  5. 05Text a customer from a tracking number
  6. 06Place an outbound call: ring a business phone, then the customer
  7. 07Rename, recolour, enable or disable a tag
  8. 08Delete a tag (removes it from everything it was applied to)
  9. 09Create a company
  10. 10Rename a company or change its time zone
  11. 11Disable a company and its tracking numbers
  12. 12Add a user to the account (CallRail emails them)

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with CallRail for you. Each event can start a job, with the event as its input. CallRail signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01An inbound call finished (with recording and transcript attached)
  • 02A finished inbound call was changed (tag, note, value, transcript)
  • 03An outbound call finished
  • 04A finished outbound call was changed
  • 05A text message was received
  • 06A text message was sent
  • 07A website form was submitted
In practice

Ask it like you would a colleague

Once CallRail is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

CallRail logoCallRail + Memtro
  • Which campaign drove the most calls this month?

  • How many calls did we miss last week, and from which sources?

  • Which first-time callers were marked as leads yesterday?

  • Mark yesterday's 3:40pm call from the Leeds number as a qualified lead and tag it spring-promo

  • Text the caller from this morning's missed call that we will ring back after 2pm

01

Which ads ring the phone

The marketing lead at Acme asks which paid campaigns brought in calls last month. Memtro reads CallRail's summary report grouped by campaign and lists total, answered and first-time calls for each, with the leads they produced.

02

Calling a missed lead back

Dan Fletcher, the office manager at Northwind, asks Memtro to ring back a first-time caller who was missed on Monday. Memtro places the call through CallRail, which rings Dan's desk phone first and then dials the customer, and tags the original call as followed up.

Teams

Where it fits

The teams that lean on CallRail most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in CallRail is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Analytics

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    Create an API key in CallRail with your own user. It sees exactly the accounts and companies you can see, and can change only what you can, so adding users needs an administrator's key

  2. 2

    If the key is refused with a 403, CallRail may have limited API access to administrators, so ask an administrator

  3. 3

    In Memtro open Connections → CallRail, paste the API key and connect. Add the Account ID only if the key sees several accounts

  4. 4

    Ask which campaign drove the most calls this month

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The CallRail tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in CallRail?+

Only when you ask, and only what it has been granted: create a tag for a company; tag, note, value or qualify a call, or correct the caller's name; tag, note, value or qualify a form submission; tag, note, value or qualify a text thread; text a customer from a tracking number; place an outbound call: ring a business phone, then the customer; rename, recolour, enable or disable a tag; delete a tag (removes it from everything it was applied to); create a company; rename a company or change its time zone; disable a company and its tracking numbers; add a user to the account (CallRail emails them). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a CallRail connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my CallRail data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect CallRail?+

API key. Create an API key in CallRail with your own user. It sees exactly the accounts and companies you can see, and can change only what you can, so adding users needs an administrator's key.

Can CallRail start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with CallRail for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect CallRail in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time