CallSource is a call-tracking and performance-management platform. It gives you detailed insights into customer interactions and lead conversion.

To avoid a failed connection or error when integrating CallSource with a Client, the person connecting the account must have:

Once you have your CallSource API username and password ready, follow these steps to connect CallSource to a Client.

Step 1: Open the Client where you'd like to connect CallSource, then click the Data Sources tab at the top.

Step 2: Click the blue Connect Data Source button in the upper right corner of the page.

Step 3: Search for CallSource in the search bar at the top, then click the CallSource card.

Step 4: Click Connect New Account to launch the authorization window. Enter the username and password for the CallSource account, then save.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄