Connecting Launch365 to Call Rail Account

Key Steps

1. Access Integration Section 0:26

• Navigate to the integration section of Long 365.
• Locate the Call Rail card.

2. Start Integration Setup 0:35

• Click on ‘Setup Integration’ to proceed to the integration page.

3. Obtain API Key from Call Rail 0:45

• Ensure you have admin access to your Call Rail account.
• Search for ‘API keys’ in the Call Rail account.
• Generate a new API key or use an existing one.

4. Insert API Key into Long 365 1:42

• Return to the Call Rail integration page in Long 365.
• Insert the API key you obtained from Call Rail.
• Click ‘Save’ to authenticate the API key.

5. Configure Call Rail Account Settings 1:59

• Enter the correct Call Rail account name (e.g., ‘leads’).
• Select the appropriate company from the dropdown (e.g., ‘JV’).
• Click ‘Save’ to finalize the connection.

6. View Call Rail Dashboard 2:29

• Click on ‘View on Long 365 Dashboard’ to access Call Rail information.
• Alternatively, navigate to ‘Analytics and Insights’ > ‘Call Tracking’ to find Call Rail data.

Cautionary Notes

• Ensure you have the necessary admin permissions for both Long 365 and Call Rail accounts before starting the integration.
• Double-check the API key for accuracy to avoid authentication issues.

Tips for Efficiency

• Keep your API key secure and do not share it with unauthorized personnel.
• Regularly review your Call Rail settings to ensure they align with your tracking needs.