Calls and revenue

Connect CallRail to TruLata

Paste a key. The steps below are read from the CallRail card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. In CallRail: your name at the top right, API Keys, create one.
  2. On the Integrations tab of your dashboard, open the CallRail card, fill in the API key and press Connect. TruLata checks it works before saving it, keeps it encrypted and only reads with it.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from CallRail appears once the connection works.

What CallRail brings into TruLata, and which tab it fills: CallRail and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request