Communication

CallRail

2min

The CallRail modules allow you to watch the pre-calls, modified calls, SMS, users, trackers, companies, and calls in your CallRail account.

Getting Started with CallRail

Prerequisites

  • A CallRail account

In order to use CallRail with Make, it is necessary to have a CallRail account. If you do not have one, you can create a CallRail account at callrail.com.

Connecting CallRail to Make

To connect your CallRail account to Make you need to obtain the API Key from your CallRail account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your CallRail account.
  2. Click Your Account Name > My Profile > API Keys > Create API V3 Key.

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  3. Copy the API Key to your clipboard.

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  4. Go to Make and open the CallRail module's Create a connection dialog.
  5. In the Connection name field, enter a name for the connection.
  6. In the API Key field, enter the API Key copied in step 3.
  7. In the Account ID field, enter your 9-digit account ID without any special characters. You can find the Account ID when you click Your Account Name. For example, 713863719.

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  8. Click Continue.

The connection has been established.