Review CallRail Lead Records with AI

Choose an account, company, and reporting window to organize the lead records returned.

What to Ask Leina to Do with CallRail

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read account calls and inspect selected call details.

List CallRail calls for account [account ID], company [company ID], from [start date] to [end date]. Read calls [call IDs] and summarize the returned attribution and call details.

List form submissions and inspect selected responses.

List CallRail form submissions for account [account ID], company [company ID], from [start date] to [end date]. Read submissions [submission IDs] and summarize the returned response fields.

Get Started with CallRail

  1. Connect Your Account

    Connect a CallRail API key.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported CallRail Capabilities

This connection lists CallRail accounts and companies and reads call and form submission records.

Call and Form Records

Read captured lead records for an account.

Account and Company Discovery

Find the account and company IDs needed for a review.

View All 6 Actions
  • List Accounts
  • List Companies
  • List Calls
  • Get Call
  • List Form Submissions
  • Get Form Submission

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Frequently Asked Questions

How do I choose the right company?

List companies for the account and use the desired company ID to narrow call or form records.

Can I request extra call fields?

Call queries accept additional field names where supported, such as milestones or spotted keywords. Returned coverage depends on the account’s data.

Does this connection transcribe call recordings?

It reads call records and requested fields. It does not include a recording transcription operation.

Your AI employee for CallRail

Tell Leina what you need in your team chat. Include the source, destination, and expected result.