Connecting CallRail Account

Connecting to client’s CallRail account will enable RocketLevel to get data regarding the missed and answered calls. Currently, only one CallRail connection is allowed per client.

Add CallRail connection

1. On the Edit Client’s Site panel, locate the “Integrations” tab
2. On the Integrations tab, select “Insights Hub” tab
3. Click “Add Connection”
4. Click “CallRail” button from the list
5. Enter the Company ID and API Key. Learn to find Company ID and API Key in CallRail.
6. Click “Test Connection” to check if the integration works.
7. 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.