Create integration filters for each company in your account to determine how your call data reports to your third-party analytics software. This allows CallRail to filter specific data to your integrations according to the rules you set for your business.
An integration filter can be created for any currently active or pending integration. This feature is currently only available for phone calls to your tracking numbers.
Calls to your tracking numbers will send data to your integrations by default. If you choose a specific number or website pool to send data in the integration filters configuration page, only calls to those numbers will send data to your integrations.
Getting started
If you’d like to use call tags as an integration filter, they must be applied through the Call Flow Builder, Keypad Scoring, or Automation Rules. Automation Rules can also automatically qualify incoming leads.
Read these articles on our Call Flow Builder, Keypad Scoring, and Automation Rules to learn more about utilizing these automated features.
Creating integration filters
Integration filters are company-dependent within your account. Use these instructions to create filters in each company where your integrations are active.
- Select the Settings icon on the left navigation bar.
- Choose the company where you’d like to create an integration filter.
- Select Integration Filters from the Integrations header on the left.
- Choose the integrations you want to set specific criteria for and create your filters. Integrations not included in this table will continue to receive data for all calls.
- Select + Add Filter to create additional filters if needed.
- Select Save when finished to update your settings.
Editing integration filters
You can edit integration filters anytime to change how your call data reports to one of your integrations. Each integration has its own set of filters, so you must edit each individual integration to change the integration filters.
- Select the Settings icon on the left navigation bar.
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Choose the company where you’d like to edit an integration filter.
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Select Integration Filters from the Integrations header on the left.
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Use the drop-downs to make new selections for each integration you want to edit.
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You can add or remove multiple options using the + and x icons for items like "Number" and "Tags" in the dropdown.
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Once you’re finished editing your integration filters, select Save at the bottom of the page.
FAQs
Do my text messages and form submissions also follow my integration filters?
CallRail's filters only filter data for calls to your tracking numbers. Text messages and form submissions won't follow integration filter rules.