Connect CallSource

How to set up our CallSource integration

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

First, navigate to the campaign where you'd like to connect the CallSource integration, then click "Integrations" from the menu on the left side of the screen.

Next, either search CallSource in the upper right search box, or click the Phone category, then click CallSource.

Then click Connect New Account.

If you've previously connected CallSource accounts, you'll see them listed. If the account has not been previously connected, click Connect New Account.

Enter your CallSource username and password, then click Save.

Next, choose the exact account you'd like to connect, and click Save.

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