Integration · CallRail

Carelu + CallRail: every call becomes a lead, recorded on the profile.

Phone calls are where most ABA intake actually happens, and where the least gets written down. Connect CallRail and none of it is lost. Every call CallRail tracks lands in Carelu: recorded, transcribed, and matched to the family who called. If the caller is new, Carelu creates the lead automatically. If they already exist, the call is recorded on their profile alongside every chat, form, and email — so anyone on your team can open a family and hear exactly what was said.

The result is maximum context on every family and a complete picture of how your intake organization performs on the phone. Review calls at scale, see who is converting and who is losing families, and coach from real conversations instead of memory.

What CallRail does

CallRail is call-tracking and lead-engagement software — tracking numbers per campaign and channel, call recording, transcription, and attribution that shows which marketing produced which calls. (Based on public information; verify current capabilities with the vendor.)

What Carelu adds

Carelu adds the intake record behind every call: the caller matched to an existing family or created as a new lead automatically, the recording and transcript logged on the profile timeline, and the call sitting beside every other touchpoint. Reporting and Ask AI then cover the phone too — call volume, outcomes, and what families are actually asking — so you can review calls at scale.

How it works together

1

A family calls a tracked number

CallRail records the call and tells Carelu the moment it ends — no one has to do anything.

2

Carelu finds the family

The caller is matched by phone number to an existing lead. New callers become new leads automatically, with source and campaign from CallRail attached.

3

The call lands on the profile

Recording and transcript are logged on the family's timeline next to every chat, form, and email, ready to play back.

4

You review at scale

Every call is searchable and reportable across the practice — outcomes, questions asked, follow-ups owed — with full context on each family.

One funnel, clear lanes

Creating or matching the lead for every callerCarelu
Recording and transcript on the family's profile timelineCarelu
Reviewing calls, outcomes & follow-ups across the practiceCarelu
Tracking numbers, call routing & recordingCallRail
Which campaign or channel produced the callCallRail

Third-party capabilities summarized at category level from public information — verify specifics with the vendor.

Common questions

How does the connection work?

You paste Carelu's webhook address into CallRail and your CallRail API key into Carelu. From then on every completed call is sent to Carelu automatically. No developer needed.

What happens when someone calls who isn't in Carelu yet?

Carelu creates the lead automatically from the call, with the phone number, recording, transcript, and the campaign CallRail attributed it to. Your team picks up from a complete record instead of a missed-call log.

Will calls get attached to the wrong family?

Calls attach only on an exact phone-number match. When a caller looks like they might be an existing family under a different number, Carelu flags a possible match for a person to confirm — it never merges on a guess.

Do we still need Carelu's phone agent if we use CallRail?

They do different jobs. CallRail tracks and records calls your team answers; Carelu's phone agent answers calls itself, 24/7. Many practices run both: the agent takes the calls no one can, and CallRail makes sure every human-answered call is captured too.

Your platform, plus a front office that never sleeps.

See a tracked call land on a family's profile — recorded, transcribed, and ready to review.

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