☎️ CallSource
CallSource is a call tracking and performance management platform that provides detailed insights into customer interactions and lead conversion.
Click here to view all available CallSource metrics and learn what's possible with the CallSource integration!
🔌 Connect CallSource
To avoid a failed connection or error when integrating CallSource to a Client, the person connecting must have:
Username and password of the CallSource account
If the above requirements are met, simply follow these steps to connect:
Open the Client where you'd like to connect CallSource.
Click Integrations (plug icon) on the left side menu.
Click Connect Integration in the upper right corner.
Search for CallSource in the search bar at the top, then click the CallSource card.
Click Connect New Account to launch the authorization window, then enter the username and password for the CallSource account and save.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄