Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.

In the 'Inbound' application, find and select the 'Campaigns' tab, which is located between 'My Leads' and 'Reporting'. Once on the 'Campaigns' screen, go to the top right corner and click '+ New Campaign'.

You will see a list of available integrations. Select the 'CallRail' icon and then click 'Continue' at the top of the page.

Enter your CallRail API key which can be found in your CallRail account in 'My Profile' under API Keys. Click 'Continue' at the top of the page.

In the 'Campaign Name' field, input a descriptive name for your 'CallRail' campaign. This could include the name of the business or a description of the campaign.

In the 'Select Account' dropdown, choose the 'CallRail' account you intend to use for this campaign. After selecting an account, choose the appropriate company from the subsequent dropdown.

The last dropdown, 'Select Tracking Numbers', should now display the tracking numbers associated with the selected company. Choose the desired tracking number(s).

You can select the option to automatically add leads to the CRM by changing the toggle to 'On'. If 'On' is selected, you can select the type of contact record that you would like created. The toggle allows for either 'People' or 'Business'. When done, click 'Continue'.

You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 10.

If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.

Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).

Choose the type of notification to send to your sales representatives when your campaign gets a new lead. The options are:

If you select 'No Notifications', you may proceed to the end of this article.

The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.

In the 'Reply To' field, input the desired email for receiving responses.

The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.

An open text field is provided for the body of your message with no character limit.

Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.

'Personalize' helps you to automatically input lead-associated or team member-related data.

Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.

After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.

The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.

Click Continue at the top of the page. You should now receive a notification indicating that the campaign was created successfully.

Return to the 'Campaigns' tab within the 'Inbound' application. You should see your newly created campaign at the top of the list. Newly added leads will start appearing under the 'My Leads' tab.

To ensure that everything is working correctly, you can make a test call using your tracking number. Your 'Inbound' application should update shortly with your new lead information. The left side will also update filtering categories in real-time, alerting your sales team of a new lead. You can then verify that the correct campaign is displaying and the lead is assigned to the appropriate representative.

Preserve this URL as you will need it later.

Visit the CallRail website and log into your account.

Click 'Settings' at the top right of the page.

In the Integrations Library, use the search bar to locate 'Webhooks'.

Choose the company from your CallRail account that you wish to link with your Inbound application. This should be the same company you selected during the initial setup.

Scroll down to the 'Post-Call' field and paste the webhook URL there.

Click 'Update' at the bottom of the page.

Creating one of these campaigns uses our internal Forms app. If changes to the form are required, simply press the 'Edit Form' button adjacent to the specific integration. This redirects you to the Forms app, where edits can be made.