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Connecting Housecall Pro and CallRail
Connecting Housecall Pro and CallRail

Connect your Housecall Pro and CallRail accounts to bring call tracking and recording functionality into your Housecall Pro account.

Ian avatar
Written by Ian
Updated over a week ago

How to activate the CallRail Integration

  1. Log in to your CallRail account by going to https://app.callrail.com/authenticate/ and entering your CallRail credentials in the designated textboxes, then clicking the blue "Sign in" button.

  2. Once you've logged in to CallRail, click the settings icon on the left side of the screen, this icon is represented as a gear and lightning bolt, and the word "Settings" will appear if you hover your cursor over it.

  3. If you have multiple companies using CallRail, use the dropdown in the upper right corner of the CallRail Settings page to select the company you would like to integrate with Housecall Pro.

  4. Once you have selected the company you would like to integrate with Housecall Pro, click the word "Integrations" at the top of CallRail's Settings page.

  5. From the list of integrations, select Housecall Pro. CallRail's Integrations page does have a search bar in the upper right corner that you can use to help locate the Housecall Pro card.

  6. From CallRail's Housecall Pro integration page, click the blue "Authorize" button to be redirected to a Housecall Pro login page.

  7. From the redirected login page, enter your Housecall Pro credentials in the designated textboxes, then click the blue "SIGN IN" button.

  8. Once you have signed in to your Housecall Pro account, you will be redirected to an authorization page. Click the blue "AUTHORIZE" button to finalize the integration.

How to deactivate the CallRail Integration

  1. Log in to your CallRail account by going to https://app.callrail.com/authenticate/ and entering your CallRail credentials in the designated textboxes, then clicking the blue "Sign in" button.

  2. Once you've logged in to CallRail, click the settings icon on the left side of the screen, this icon is represented as a gear and lightning bolt, and the word "Settings" will appear if you hover your cursor over it.

  3. If you have multiple companies using CallRail, use the dropdown in the upper right corner of the CallRail Settings page to select the company you are disabling the Housecall Pro integration for.

  4. Once you have selected the company you would like to disable the integration for, click the word "Integrations" at the top of CallRail's Settings page.

  5. From the list of integrations, select Housecall Pro. CallRail's Integrations page does have a search bar in the upper right corner that you can use to help locate the Housecall Pro card.

  6. From CallRail's Housecall Pro integration page, click the red "Deactivate Housecall Pro" button on the right side of the page.

  7. This will cause a popup window to appear, confirming you would like to disable the integration. Click the red "Deactivate" button in the lower right corner of this popup to finalize the deactivation of the CallRail integration.

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