How to connect CallRail to Adriel

Detailed instructions to help you set up the data source for CallRail

Lastly modified on: Tue, 13th May, 2025 at 04:20 PM

Prerequisites

• CallRail account with access to account settings
• CallRail API v3 Key

Instructions

Step 1: Retrieving CallRail's API Key

1. Log in to the CallRail.
2. Click the Settings Icon at the left navigation bar. 
3. Select the company name that you would like to connect.
4. Click [Integrations] at the top.
5. Click [API Keys] from the [Data Access] header on the left.
6. Click [Create New API v3 Key] to create a new one. If you already have one, you can use it. 
7. Copy the Key for Step 2.

Step 2: Connecting CallRail to Adriel

1. Move to Adriel's Connections page.

2. Type "CallRail" into the search bar.

3. For Connection settings, enter the API Key retrieved from Step 1. 
   Then, click "Submit" to proceed.
4. For Data source settings, fill in the 3 required fields according to the account that you want to connect to Adriel. 
   - Name: Fill in an identifiable name for the datasource. This is useful to distinguish multiple CallRail data sources.
   - Ad Account: Select the Ad account(s) that you want to connect to. Multi-selection is viable but recommended to select one account each since it will have the same data source name, which is written right above. 
   - Data Type: Select one type from the dropdown list. 
5. [Optional] Fill in the 3 optional fields if you want to filter.
   - Filter Field: Enter any field that you want to filter by. ex. Company
   - Filter Operator: Select between IN or LIKE from the dropdown list. 
   - Filter Values: Enter the value of the field. ex. Adriel
   ex. If selecting Company - IN - Adriel, the data source will have the filtered data that is under the Adriel Company. 
6. Lastly, click the “Submit” button below to complete the data connection.