CallRail
CallRail provides call tracking, analytics, and conversation intelligence tools to help businesses monitor and optimize phone leads. Integrating CallRail with Make.com allows users to automate lead capture, call tracking, and reporting workflows directly from their CallRail account. |
|---|
This is AI-generated content based on official CallRail documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact CallRail directly.
Requirements
To use the CallRail app in Make, you must have an active CallRail account and an API key, create your account on CallRail. For subscription, refer to the CallRail pricing page.
Connect CallRail and Make
To get started, you must first create a connection between CallRail and Make, allowing the two services to communicate.
Obtain your API Key in your CallRail account
Create the connection in Make.
Obtain your API Key in your CallRail account
Before you create the connection in Make, you should first obtain your API Key in your CallRail account.
To obtain your API Key :
Navigate to the Integrations icon on the left navigation bar.
Click API Keys from the integrations library or select Data Access on the left.
Click Create New API v3 Key to generate a new API key.
Copy the API key displayed on screen within 15 minutes.
Navigate to the CallRail dashboard in your web browser.
Copy the nine digit number that appears after a slash and the lowercase letter a in the URL. This is the account ID.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the CallRail module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your CallRail account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
CallRail modules
After connecting to the CallRail app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
CallRail resources
You can have access to more resources related to this app on the following links