Will

1. Community
2. Product Ideas
3. Contact Leads > New Call menu request

Hi Jason, Thank you for reaching out! I appreciate your feedback regarding the CallRail mobile app. Currently, the app only automatically associates a call with a specific company when placing retu...

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• Created March 19, 2026 14:16
• 0 votes

1. Community
2. General Information
3. Seeing message "We're waiting for someone to approve your trial." for two weeks already

Hello, Thank you for reaching out, and our sincerest apologies for any delay you experienced! Your account has been approved and is now active. If you have any additional questions or need further ...

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• Created February 10, 2026 17:59
• 0 votes

1. Community
2. Product Ideas
3. Full Call Transcript in Email Notifications

Hello Kevin, At this time, full call transcriptions are not available via email notifications. Currently, with the use of Conversation Intelligence, you will receive an email notification with a pr...

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• Created January 22, 2026 22:36
• 0 votes

1. Community
2. Product Ideas
3. Separate custom greeting for Caller and Recipient

Hello Doug! Thank you for the additional information and detail! Unfortunately, at this time, custom recordings cannot be applied to whisper messages. However, I agree that this could be a great im...

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• Created December 26, 2025 16:03
• 0 votes

1. Community
2. Product Ideas
3. Separate custom greeting for Caller and Recipient

Hi Doug! Happy to provide some clarity! You can achieve this by recording your own custom greeting and applying it to a single tracking number or placing it within a call flow. Steps to complete th...

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• Edited December 23, 2025 22:37
• 0 votes

1. Community
2. General Information
3. Clearing Dashboard Alerts

Hello Shannon, The Account Alerts will appear if an issue is found to notify you of possible problems(i.e., numbers not swapping, integration failed, etc). Once the issue has been corrected, the sy...

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• Created October 28, 2025 14:13
• 0 votes

1. Community
2. Call Tracking
3. There is a problem with the calls.

Hello Mr. Bloodik, My name is Will, and it is nice to digitally meet you! I have reviewed your account, and it appears that calls are currently routing properly per your call logs. We have not had ...

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• Created September 17, 2025 17:10
• 0 votes

1. Community
2. Integrations
3. HubSpot Integration

Hi Bridget! I hope your day is going well! I have reviewed your account and confirmed that an authorization error was received upon attempting to connect to HubSpot initially. At this time, your Hu...

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• Created September 17, 2025 15:14
• 0 votes

1. Community
2. Integrations
3. Automation Rules

Hello! Happy to provide some clarity here! Automation Rules is included within our Conversation Intelligence feature. You can manage your plan by following the steps outlined HERE.  Once added, you...

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• Created July 22, 2025 18:45
• 0 votes

1. Community
2. Form Tracking
3. Viewing Form Conversions in Google Ads

Hello Matt!  You will not need to manually create a conversion action within your Google Ads account. Enabling our Google Ads integration within your CallRail account and selecting "Send form submi...

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• Created July 22, 2025 18:30
• 0 votes