Workiz + CallRail: Automated Lead Tracking & Attribution
workiz • callrail
workiz callrail integration
Overview
Track which marketing campaigns drive leads by connecting CallRail call tracking to Workiz job management, measuring true ROI on your advertising spend.
What Gets Automated
- Call Source Attribution: Every incoming call logged in Workiz with marketing source (Google Ads, Facebook, referral, etc.)
- Lead Quality Scoring: Calls automatically tagged as quote request, booking, or info-only
- Conversion Tracking: Track which leads become booked jobs and completed revenue
- Campaign ROI Reporting: Monthly report showing revenue per marketing channel
- Keyword-Level Tracking: See which Google Ads keywords drive actual revenue
- Call Recording Integration: Listen to sales calls directly in Workiz
Benefits
- Know which marketing actually works - stop wasting money on ineffective ads
- Track ROI by campaign - measure revenue per dollar spent
- Improve CSR performance with call recording review
- Optimize ad spend based on conversion data, not just lead volume
- Calculate true customer acquisition cost per marketing channel
How We Implement
- Set up CallRail tracking numbers for each marketing campaign
- Connect CallRail to Workiz via API integration
- Configure lead source mapping (Google Ads, Facebook, organic, referral, etc.)
- Set up call quality tagging rules
- Create revenue attribution reports linking calls to completed jobs
- Train your team on using data to make marketing decisions
What You Need
- Workiz account with lead/job tracking enabled
- CallRail account (starts at $45/month for 500 minutes)
- Separate phone numbers for different marketing campaigns
- Google Ads or Facebook Ads accounts (if tracking paid ads)
Typical Setup Time
4-5 business days from kickoff to live tracking with historical data import.
Real-World Results
Roofing company in Dallas discovered 40% of their Google Ads budget was spent on keywords that never converted to jobs. Reallocated spend to high-converting keywords and increased ROI from 2.1x to 5.3x in 90 days.