Sales Integrations

MSwulinski
Member

Call Rail Integration

SOLVE

Hello, I've seen this posted a few times but none of the posts provided a clear solution.

 

In hubspot, I am not seeing the origination source for our calls coming from call rail. It only says "offline sources - integration." The contacts also do not tell us whether it's call rail, aircall, etc. Again, it just says "offline sources - integration."

 

When the contact is created, I need to see which integration it was created from (call rail, aircall) and then I need to see the origination source to the call from call rail (google ads, facebook, etc). That data is already tracked in callrail, how do I pass it through to hubspot?

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1 Accepted solution
HubDoPete
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Call Rail Integration

SOLVE

Hi @MSwulinski 

 

I suspect you are only seeing "integration" in your drill-down properties.

 

You may need to build a flow using Zapier to bring that data across to get the full set of source, medium and campaign for your lead attribution

 

Here's a great writeup by @remingtonbegg at Impulse Creative on the steps:

How A Custom HubSpot CallRail Integration Can Improve Your Lead Attribution

 

cheers, Pete.

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2 Replies 2
JenWeiss
HubSpot Moderator
HubSpot Moderator

Call Rail Integration

SOLVE

Hi @MSwulinski,

 

Thank you for reaching out to us! 

 

I would like to tag in someone our experts into this to see if they have any insight @HubDoPete , @lynton , and @johnelmer . 

 

Best, 

@JenWeiss 

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0 Upvotes
HubDoPete
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Call Rail Integration

SOLVE

Hi @MSwulinski 

 

I suspect you are only seeing "integration" in your drill-down properties.

 

You may need to build a flow using Zapier to bring that data across to get the full set of source, medium and campaign for your lead attribution

 

Here's a great writeup by @remingtonbegg at Impulse Creative on the steps:

How A Custom HubSpot CallRail Integration Can Improve Your Lead Attribution

 

cheers, Pete.