CallRail Integration Guide

The Kipu CRM can integrate with CallRail to facilitate call records flowing into the CRM Call Queue. This integration allows organizations to track and manage their calls to and from the facility directly within the Kipu CRM. The Call Queue can generate new patients, patient contacts, and referral sources.

Requirements

• An active CallRail account
• A Kipu CallRail Webhook URL
  • Contact [e-mail] to request your webhook URL to support this integration.

Configuring Integration

1. To begin, log in to your CallRail account (https://app.callrail.com/users/sign_in).
2. Select Settings from the side panel.
3. Then click Intergrations.
4. Use the search field to locate Webhooks and select it.
5. Fill out the following fields as seen below:
   • Pre-Call: Enter the Kipu CallRail webhook URL
   • Post-Call: Enter the Kipu CallRail webhook URL
   • Call Modified: Enter the Kipu CallRail webhook URL
   • Outbound Post-Call: Enter the Kipu CallRail webhook URL6
6. Select Update to save your changes.

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Your Kipu CRM is now officially integrated with your CallRail account! 

Check out the Campaigns & Marketing article if you are interested in setting up automated tracking of your call records in the Kipu CRM.