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Seamlessly Track CallRail Leads in ActiveCampaign for Effortless Lead Monitoring

One of the most significant challenges for marketers is following their leads from the point of generation all the way through the sales cycle to a completed sale. With so many platforms and opportunities to convert, wrangling up leads to report on can take time and effort. This issue is compounded when you need to track portions of the buyer journey through calls and text messages, which are typically more difficult to integrate into your CRM than form submissions.

You’re already funneling your leads into ActiveCampaign's powerful CRM collecting valuable data and creating countless connections with new leads. CallRail is offering you amazing call tracking and lead insights, but it’s reporting is separated from your other leads and muddies your streamlined reporting process.

Fear not! We can very quickly marry the two platforms together and make your reporting life so much easier. Let’s connect the two for seamless lead reporting.

CallRail and ActiveCampaign | Powerful When Separated, Show-stopping When Together

CallRail is renowned for its robust call-tracking capabilities, providing organizations with the means to meticulously scrutinize customer phone interactions. Features such as call recording, call routing, and call attribution equip marketers with invaluable insights.

On the other hand, ActiveCampaign stands as a formidable marketing automation platform, seamlessly facilitating the creation of personalized, high-impact marketing campaigns, comprehensive client relationship management through a potent CRM, and the ability to generate insightful reports across all stages of the sales funnel. The synergy of these two tools yields a seamless integration, where CallRail leads automatically flow into ActiveCampaign, primed for meticulous sales nurturing and streamlined lead reporting, all conveniently consolidated within a single, efficient platform.

The Problem: Scrambled Reporting and Missed ROI

There are so many tools in today’s digital marketing landscape, all with their own reporting platforms and lead tracking. CallRail is just one of the thousands of options. No two platforms have the same report structures and it takes a ton of time to report on each platform individually.

But perhaps the biggest issue is the very real possibility that leads are forgotten or lost and therefore not reported on, which damages your overall ROI and leaves opportunities on the table.

So what do we do about this? You have so many tools and your lead reporting is in the middle of all of them. As a marketer, you’re faced with two options:

A. spend time pulling lead reporting on each platform individually and risk errors
OR
B. funnel all lead reporting to one cohesive platform for quick and easy data pulls.

If you’re using Callrail and Active Campaign, you need a seamless integration with your ActiveCampaign account, and Callrail allows you to do this for your call leads easily.

Cue The Solution: A Direct Integration with Callrail & ActiveCampaign

ActiveCampaign allows for a direct integration with Callrail, making it quick and easy to start the initial setup. This integration will allow you to directly port call leads from CallRail into active campaign with just a few clicks at setup. After the initial setup you can take your lead reporting to new heights with automation, deal pipeline activity, and value reporting.

Let’s walk through how to set up your integration:

Step 1: Set Up Direct Integration with CallRail in Active Campaign

- In your CallRail settings,
- Go to the ‘integrations’ tab on the top of the page.
- Find ActiveCampaign in the list of integrations.
- Click **Activate**.

Activating callrail for active campaign

- This will load additional information on the screen.
- Select **New Authentication**

 

 

authentication for callrail

- It will now ask for a URL and API. We need this information from ActiveCampaign.

Now in ActiveCampaign,
- Head over to the ‘developer’ section.
- On this screen, under ‘API Access’ you’ll see a ‘URL’ and ‘Key’. We’ll be copying these over to CallRail.

 

developer API key

Hop back over to CallRail
- Copy and Past the ‘URL’ and ‘Key’ in the respective field.
- Click Create and Next
- Choose a Deal Owner and Deal Pipeline that you want assigned when the deal enters Active Campaign.
- Click Activate

You now have the basic integration set up between ActiveCampaign and CallRail. New calls will be loaded into ActiveCampaign as deals. All call information will be automatically formatted into the deal pipeline that you selected. Voilà!

 

 

Possible additional setup could include:

- An automation that updates the deal value so you can track exactly what a new phone call lead means to you.
- An automation that adds a tag so you can easily filter and reference what is most important to your business.
- Notifications that notify important members of your team that there is a new deal in the pipeline.
- A text automation that welcomes the new deal to interact with your company and informs them of possible next steps (ensure you are following SMS messaging policies and opt-in guidelines).

The possibilities of what you can set up in ActiveCampaign to help nurture your call leads is limitless. This setup makes reporting a breeze with all of your leads in one spot and a visual pipeline and filters that allow you to get specific with your leads. Engage with new leads and nurture them through your sales funnel all in one easy-to-use platform.

Conclusion:

The challenge faced by marketers in tracking leads across various platforms and ensuring accurate reporting is a common and time-consuming issue. The integration of CallRail and Active Campaign ensures you never miss another call opportunity and that you properly report your ROI on your leads all from one location.

This integration automates the inclusion of crucial call information and empowers you to customize automation and deal management, ultimately simplifying your lead tracking, reporting efforts, and data collection so you can continue to make data-backed decisions.

Elevate your marketing team by harnessing the power of the ActiveCampaign and CallRail integration. Gain easy access to lead and ROI reporting, becoming the champion of your team.

Afton A. @ Optimal

 

About The Author

As a growth Marketer, Afton enjoys building collaborative relationships with her clients, understanding the “why” behind consumers’ actions, and striving to build full funnel strategies through paid media, seo, cro, and email strategies. With a knack for project management, you can always find Afton managing her timelines, and you’ll never find her without a to do list.

When not developing and executing client strategies, Afton has quite a few hobbies and enjoys life on the go. You can find her snowboarding, riding her motorcycle with her husband, or exploring new places with her Bernese Mountain Dog, Winston. When not on the move, she enjoys curling up with a good book or working on her fiber arts hobby.

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