Integration triggers

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 specific data to your integrations according to rules you set for your business.

An integration trigger can be created for any integration that's currently active or in the pending state. This feature is currently only available for phone calls made to your tracking numbers.

By default, calls to all of your tracking numbers will send data to your integrations. If you choose a specific number or website pool to send data in the integration triggers 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 trigger, they must be applied through the Call Flow Builder, Keypad Scoring, or Automation Rules. Automation Rules can also be used to 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 triggers

Integration triggers are company-dependent within your account. Use these instructions to create triggers in each company where your integrations are active.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you’d like to create an integration trigger.

  3. Click Integration Triggers from the Integrations header on the left.

  4. Choose the integrations 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.


  5. Click + Add Trigger to create additional filters if needed.

  6. Select Save when finished to update your settings.

Editing integration triggers

You can edit integration triggers at any time to change how your call data is reporting to one of your integrations. Each integration has its own set of triggers, so you must edit each individual integration to change the integration triggers. 

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you’d like to edit an integration trigger.

  3. Click Integrations Triggers from the Integrations header on the left. 

  4. Use the drop-downs to make new selections for each integration you'd like to edit. 

  5. You can add or remove multiple options using the + and x icons for items like "Number" and "Tags" in the dropdown.

  6. Once you’re finished editing your integration triggers, click Save at the bottom of the page.


Do my text messages and form submissions also follow my integration triggers?
CallRail's triggers only filter data for calls to your tracking numbers. Text messages and form submissions won't follow integration trigger rules.

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