You can build an integration between CallRail and your SharpSpring account that uses your phone calls to create and categorize leads and opportunities in SharpSpring. While CallRail does not have a native integration with SharpSpring, you can build an integration through Zapier that pushes your calls to SharpSpring.
In order to build this integration, you'll need an active Zapier account first. Zapier is a subscription-based service that allows you to integrate software without writing any code. Using Zapier in with CallRail allows you to push your call data to third-party software like SharpSpring.
Learn more about Zapier and their services by visiting their website.
Using Zapier to integrate with SharpSpring
The steps outlined in our Zapier help article are applicable to any third-party integration, including SharpSpring. First, you'll need to follow the article's instructions for giving Zapier access to your CallRail and SharpSpring accounts so a Zap can be created between them.
Once Zapier has access to the necessary platforms, you can use the rest of the help article's steps to create a Zap between CallRail and SharpSpring. Your CallRail data can be shown in SharpSpring in numerous ways based on your personal preference.
