CallRail attribution that reaches your CRM
CallRail knows which ad made the phone ring. Lexidesk knows who called, what they need, and whether they qualify. Connected, every call arrives in your CRM with both halves, and CallRail reports show lead quality by campaign.
CRM record
- SourceGoogle Ads
- CampaignDUI defense · Tulsa
- Keyworddui lawyer near me
- LeadQualified · Priority 8
How it works
Three steps. Fully automatic. No manual work required.
- Step 1
A tracked call comes in
The caller dials a CallRail number from an ad, a listing, or your site. CallRail records the source and forwards the call. Lexidesk answers and qualifies.
- Step 2
Lexidesk finds the CallRail record
After the call, Lexidesk matches it to the CallRail record and attaches the source, campaign, keyword, and landing page.
- Step 3
Both systems get the full picture
The lead lands in your CRM with its source. CallRail gets the summary, tags, and lead status written onto the call.
What this means for your firm
With Lexidesk AI Intake you can keep using CallRail exactly as you do today.
Every phone lead arrives with its source
The contact lands in your CRM with the CallRail source, campaign, and keyword already on it. The "No Source" rows disappear, and no second tool creates a duplicate contact.
Lead quality inside your CallRail reports
Lexidesk writes lead status and practice area onto each CallRail call, so your campaign and keyword reports show qualified leads next to call counts.
Cost per signed client, not cost per call
Source in, outcome back. One report shows which campaigns bring cases and which bring calls that never sign, so budget moves to the terms that work.
Nothing changes in CallRail
Keep your numbers, website number swapping, call flows, and agency access. Your agency keeps reporting in CallRail and the CRM without a Lexidesk login.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
- 1Create a CallRail API key with write access (Settings, Integrations, API Keys)
- 2Paste it into the CallRail card in your Lexidesk agent's Integrations tab
- 3Pick the CallRail account that receives your firm's calls
What appears in CallRail
- Conversation attribution
- Source, medium, campaign, keyword, landing page, tracking number, and first-time caller flag from CallRail, shown on every matched conversation in Lexidesk.
- CRM contact source
- The CallRail source travels into the CRM contact source field, the timeline note, and the webhook payload, with the intake summary, qualification, and priority score.
- CallRail call update
- Lexidesk writes the summary, practice-area tags, lead status, and caller name onto the matched CallRail call. You can turn this off. Lexidesk adds tags and never removes yours.
CallRail call tracking for law firms, completed by AI intake
Lexidesk is an AI intake and receptionist system for law firms. It answers phone calls and website chats 24/7, qualifies each lead against your criteria, books consultations, and syncs a structured summary into your CRM. The CallRail integration adds the missing half of the marketing report: after every answered call, Lexidesk matches the conversation to the call CallRail tracked and attaches the marketing source, campaign, keyword, landing page, and first-time caller flag.
For a firm running Google Ads, Local Services Ads, or directory listings on CallRail tracking numbers, the result is a CRM where every phone lead carries its source. HubSpot, Clio Grow, Lawmatics, HighLevel, and custom webhooks all receive the CallRail fields with the intake data. In the other direction, Lexidesk writes the call summary, practice-area tags, lead status, and caller name back onto the CallRail call, so CallRail reports show qualified leads per campaign instead of raw call counts.
One firm that tracked its marketing-sourced calls in CallRail measured 73% fewer missed calls in three months after Lexidesk started answering, from 13.7% to 3.7%. With the integration, the same reports also show what happened on each answered call: the practice area, the qualification, and the booking.
Frequently Asked Questions
Do I need to change my CallRail numbers or call flow?
No. Keep your tracking numbers, website number swapping, and call flows as they are. CallRail forwards the call the way it does today. Lexidesk answers at the end of the flow and matches the call to the CallRail record afterwards.
Why do my phone leads show "No Source" or "Offline Sources" in the CRM?
Because the system that answers the call creates the contact without the ad data CallRail captured. With the integration, Lexidesk attaches the CallRail source to the conversation and sends it with the contact, so the source field is filled the moment the lead is created.
Which CallRail data reaches my CRM?
Source (for example "Google Ads" or "Google Local Services Ads"), medium, campaign, search keyword, landing page, tracking number, and whether the caller is new or returning. The fields go into the contact source field, the note, and the webhook payload with the intake summary, qualification, and priority score.
Does Lexidesk write anything into CallRail?
Yes. Lexidesk writes the call summary, practice-area tags, lead status, and caller name onto the matched call. It adds tags and never removes the ones your team set. You can turn the write-back off in the integration settings.
What about calls that do not come through a tracking number?
Lexidesk still answers, qualifies, and syncs them, with "phone call" as the source. CallRail has no record of those calls, so there is no ad data to attach. At one firm, about three in ten calls arrive on a tracking number; the rest come from the main line, referrals, and saved contacts.
Does my marketing agency need a Lexidesk login?
No. Your agency keeps working in CallRail and the CRM. Qualified-lead status and practice area show up in CallRail, and the source shows up on the CRM contact. Lexidesk stays with your intake team.
Didn't find what you're looking for? Email us at hello@lexidesk.ai
See how Lexidesk works for your firm
Book a 30-minute demo and see every lead arrive with its CallRail source.