Connect CallRail

Connecting to client's CallRail account will enable RocketLevel to get data regarding the missed and answered calls.

Add CallRail connection

1. On the Edit Client’s Site panel, locate the Integrations tab.

   

2. Click Add Connection button

3. Click CallRail button from the list

   

4. Enter the Company ID and API Key

   • Learn how to find the Company ID in CallRail

   • Learn how to find the API Key in Call

   

5. Click Test Connection to check if the integration works.

6. Click Add Connection to finish.

Refresh RocketLevel Dashboard to see new data. If you haven’t seen the data, wait for a few minutes then refresh the page again.

Edit a connection

1. On the Edit Client’s Site panel, locate the Integrations tab

   

2. On the Integrations tab, click to expand the accordion

3. Update the fields with new values

   

4. Click Test Connection to check if the integration works

5. Click Save to finish