You can create integration triggers for each company in your account to determine how your call data reports to your third-party analytics software. This allows CallRail to filter out data to your integrations according to specific rules that work best for your business.
Use this article to learn how to create triggers for your integrations, including:
- Only sending calls with a specific tag to an integration
- Triggering to only send calls by tracking number, or by call type
- Choosing only calls over a certain duration to report to your integrations
If you’d like to use call tags as an integration trigger, the call tag must be applied automatically to the call by using a tag step in the Call Flow Builder.
Creating Integration Triggers
Integration triggers are company-dependent within your account. Use these instructions to create triggers in each company where your integrations are active.
- Choose the company where you’d like to create an integration trigger.
- Click Settings at the top of the page.
- Select Integrations from the secondary menu, then click Integration Triggers.
- Choose the third-party platforms you’d like to set specific criteria for and create your filters. Integrations that aren’t included in this table will continue to receive data for all calls.
- Choose an Integration to select a specific platform where you'd like to create a filter.
- Select a Number to filter data to your integrations by tracking number. You can add multiple tracking numbers in this column for a single platform.
- Select a Call Type to filter your data by missed calls, voicemails, first-time callers, etc.
- Select a Minimum Duration to filter your call data according to the length of a call you received.
- Select a Tag to only send calls that have a certain call tag applied to them. You can add multiple tags in this column for a single platform.
- Select a Lead Status to only send calls that have been classified with a specific lead status.