CallRail: phone calls as leads

Many telehealth patients call before they book. With the new CallRail source, a call from a CallRail tracking number becomes a Kalman lead that keeps the ad click CallRail recorded, so phone leads count in your funnel and reach your mapped ad channels like any other lead.

Setup

On Integrations → Calls and testing → CallRail, press Connect CallRail and copy the webhook URL into CallRail's Post-Call webhook. Then paste CallRail's signing key into Kalman. It's stored encrypted, and until it's saved every call is rejected. Choose which calls count: by default, first-time, inbound, answered calls of at least 30 seconds.

What Kalman keeps

Every webhook's signature is checked first; a bad or missing signature stores nothing. The call is then trimmed to a short allowlist before it's stored: call id, time, duration, direction, whether it was answered or a first call, the caller's number, click ids, UTMs, and the landing page's host only. Recordings, transcripts, notes, caller name and city, tags and values are dropped.

The caller's number is hashed and stitched to a visitor with the same phone hash. A re-sent call doesn't create a second lead.

Read the guide