How the Integration Works
CallRail is a marketing and analytics software that helps you manage and track all your leads. It keeps track of your phone calls and recordings, and marketing campaigns.
Track your phone call conversations to provide a better customer experience. You can also track marketing campaigns to know which marketing ads, keywords, and campaigns bring valuable leads over the phone and on the web.
Key steps to using CallRail with Housecall Pro:
Make sure you’re on a Housecall Pro Essentials plan or above
Sign up for a CallRail account
Set up the Housecall Pro integration
Start dialing and receiving calls
With the integration, CallRail can look up incoming phone calls to see whether the caller is already in your current HCP customer database. Once the phone call comes in, you'll know who's calling because your Housecall Pro customer database is synced with CallRail.
When a call from an active or returning customer comes in on CallRail, a notification will pop up in Housecall Pro and let you know who’s calling.
When you click on the notification, you’ll be brought to that customer profile. You can see the jobs you’ve done for this customer. Because of this, you might already have an idea of what they are calling about and can better understand their issue.
🔎 To learn more, visit CallRail's website for more information and to speak to one of their representatives.
How to Activate the CallRail Integration
Log in to your CallRail account by going to https://app.callrail.com/authenticate/
Enter your CallRail credentials and click Sign in, or sign in with your Apple or Google account.
Once you've logged in to CallRail, click the Integrations icon on the left side of the screen.
Select Housecall Pro from the CallRail's Integrations library. You can use the search bar to help locate the Housecall Pro card.
Click Authorize on the Housecall Pro integration page.
If you're not already logged into your Housecall Pro account, you'll be redirected to the Housecall Pro login page. Enter your Housecall Pro credentials and click Sign In.
Once you have signed in to your Housecall Pro account, you will be redirected to an authorization page. Click Authorize to confirm and connect the integration.
How to Deactivate the CallRail Integration
Log in to your CallRail account
Select Integrations > Manage from the left navigation menu
Select the Housecall Pro integration
Click Deactivate Housecall Pro in the bottom right corner of the Housecall Pro integration page.
Click Deactivate in the confirmation window to proceed.
The CallRail and Housecall Pro integration will then be disabled.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.