How to integrate CallRail

Created by Nicolas Wussler, Modified on Fri, 19 Aug 2022 at 04:15 PM by Igor Galic

TABLE OF CONTENTS




Description


CallRail makes it easy for businesses of all sizes to turn more leads into better customers. Serving more than 200,000 businesses and integrating with leading marketing and sales software, our marketing analytics and business communications solutions deliver real-time insights that help our customers market with confidence. 


Check out CallRail here!



Entities


SourceTarget
Get AccountsCreate Users
Get UsersCreate Companies
Get CompaniesCreate Outbound Calls
Get Form SubmissionsCreate Text Messages
Get CallsCreate Tags
Get Tags
Get Conversations


Possible Task Triggers are:  Schedule (Hourly, Daily, Weekly, Monthly)

                                           On Event (Task Succeeded Event)


Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Step 3.


You will be prompted for the API Key.


Step 4.


To obtain the API Key Find API Keys section under Settings->Library to create an API key which you should paste above to connect SyncSpider to your CallRail account.



CallRail is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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