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Articles on:
CallRail/RingCentral Questions
Guidance on integrating and using CallRail and RingCentral data with OktoRocket.
RingCentral - Coming Soon!
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CallRail
How to integrate your CallRail Data
To connect your Call Rail account, all you have to do is send us your API key from CallRail. In CallRail go to Settings Integrations API and copy your API key and send it to us. We will take care of the rest.
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How do I find my Account number and API Key in CallRail to get it integrated?
You can find these in Settings Integrations in CallRail
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How is CallRail calculated in OktoRocket?
OktoRocket takes the unique customers, divided into CallRail Call Accounts. Total Conversion equals all unique customers divided into total calls. New conversion ratio is new customers divided into new calls
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Can you integrate Call Rail data?
Yes, however, it is a basic integration at the moment showing call conversions for new and return customers in the dashboard. We have posted an update to the beta site that matches your CallRail calls to specific monthly tickets based on the phone number. This will give you a more accurate conversion ratio for new callers and return customers. This is based on unique calls and customer counts. This will likely cause your ratios to drop a bit, so keep that in mind. we are also in the process
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