You can use CallRail to create and categorize leads in your SharpSpring CRM. While CallRail does not have a native integration with SharpSpring, you can build one using Zapier. This will push calls from CallRail into SharpSpring.
Getting Started
You will need to have an active Zapier account to create this integration. Zapier is a service that helps you connect softwares without creating any code. This connection will push your call data into SharpSpring.
Learn more about Zapier and their services by visiting their website.
Using Zapier to integrate with SharpSpring
You will find step-by-step instructions for using Zapier in our Zapier help article. These steps apply to any of our third-party integrations, including SharpSpring. First, you will need to give Zapier access to your CallRail and SharpSpring acconts. Then, create the Zap with CallRail as the trigger, and SharpSpring as the action. You can push CallRail data into SharpSpring using your preferred acition.