CallRail provides call analytics to data driven marketers so they can improve customer acquisition. This article will give you an overview of the CallRail/Grow integration.
NOTE: This data source is only available for accounts on the Professional plan. If you would like to upgrade your plan, talk to your Grow account manager or visit your account's billing page.
How to Connect
First, log in to your Grow dashboard and click Add Metric. Choose CallRail from the list of data sources, then press the blue Connect button.
To connect to CallRail in Grow, you will need an API Key and a Nickname for your API connection.
To find your API Key in CallRail, log in to your CallRail account and click on “My Account” in the upper right-hand corner.
Go to the “Account” sub-menu and select “API Access.” On the right side of the page, click the “Create New API Key” button. Your API Key will then appear in the table. Each subsequent API Key will appear on top of the last one.
Go ahead and copy your API Key into Grow. In the Nickname field, enter the nickname for your API connection. Press Submit, and you’re good to go!
Below is a list of the reports that the CallRail/Grow integration offers, along with a short description of each.
- Companies: Name, timezone, created time, and caller IDs, among other information.
- Users: Name, contact info, company info, and role.
- Sources: Name, created/disabled time, company name, type, and tracking numbers.
- Calls: Caller location details (city, state, country, ZIP), duration of call, caller name and contact information, company information, if they hit a recording, whether or not it was answered, transcription of the call, voicemail, and caller number, among other details.
FAQ’s + Tips & Tricks:
Here are a couple things to be aware of when using it.
- You can’t pull audio for the calls. However, the integration does give you a transcription of each conversation.
- Multiple accounts can be tricky. If you have an account with different API tokens (for the same email), you can only show the data for one of the accounts.
- The Calls report brings in lots of columns. Which is nice! The tricky thing is that it can be cumbersome to scroll through all the columns to figure out what you want to sort or filter by.