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Connect CallSource

How to set up our CallSource integration

Tatum Savage avatar
Written by Tatum Savage
Updated over a month ago

☎️ 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!

πŸ”Œ Connect CallSource

To avoid a failed connection or error when integrating CallSource within an AgencyAnalytics campaign, the person connecting must have:

  • Username and password of the CallSource account

If the above requirements are met, simply follow these steps to connect:

  1. Open the Campaign where you'd like to connect CallSource

  2. Click Integrations (plug icon) on the left side menu

  3. Search CallSource in the upper right search box, then click the CallSource card

  4. Click Connect New Account in the lower left

  5. Enter the username and password for the CallSource account you wish to connect, then Save in the bottom left.

πŸ’¬ 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 πŸ˜„

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