New CallRail calls add the following metadata to associated leads:

• If there are UTM fields (source, medium, term, content, campaign) sent from CallRail, it writes to the UTM field in Lead Docket in utm_source=xxx&utm_medium=xxx format
• If there is a keywords field sent from CallRail, it writes to the keywords field in Lead Docket
• If there is ga field sent from CallRail, it writes to the Client ID field in Lead Docket
• If there is gclid field sent from CallRail, it writes to the Click ID field in Lead Docket
• If there is fbclid field sent from CallRail, it writes to the Click ID field in Lead Docket
• If there is campaign field sent from CallRail, it writes to the Campaign field in Lead Docket
• If there is referring url field sent from CallRail, it writes to the Referring URL field in Lead Docket
• If there is landing page url field sent from CallRail, it writes to the Current URL field in Lead Docket

Set-Up

Step 1: You first need to generate API keys via CallRail. Follow CallRail’s instructions for generating API keys.

Step 2: Add the CallRail account info to Lead Docket. The account info can be added by going to Manage > Settings and clicking on the Integrations in the top bar. Find the CallRail Account section below and fill out the fields.

Step 3: Add Pre-Call and Post-Call webhooks in CallRail to these URLs. Follow CallRail’s documentation for adding these webhooks. Swap out the [hostname] in the following URLs with your own Lead Docket hostname. 

• Pre-Call Web hook URL: https://[hostname].leaddocket.com/Opportunities/CallRailStartCall 
• Post-Call web hook URL: https://[hostname].leaddocket.com/Opportunities/CallRailEndCall 

Step 4: Add the CallRail numbers to Lead Docket’s Phone Numbers section. You can associate each CallRail number with the appropriate marketing and contact sources. Learn more about adding CallRail phone numbers.

Note: When you create a lead with a matching phone number within 4 days of a call recording, it is linked to that lead automatically. In addition, the marketing and contact source on the lead will be updated to match the settings on the phone number dialed.

For example, if you get a call from a client who tells you they found you on television but they called on your Adwords number, Lead Docket will associate that call recording and update the marketing source to "Adwords" when the lead is saved. If the caller gives you a different number than they called in on, Lead Docket won't be able to associate the call recording with the lead.