Connect CallRail

When someone calls one of your CallRail tracking numbers after clicking an ad, Kalman can record that call as a lead. The lead keeps the ad click CallRail saw. Like any lead, it goes to the ad platforms you've connected.

Set it up

You need to be an owner or admin.

1. Open Integrations. Under Calls and testing, click Connect CallRail.
2. On the new source page, copy the Webhook URL.
3. In CallRail, go to Integrations → Webhooks → Post-Call, then paste the URL.
4. Copy the signing key from that CallRail page. Paste it into CallRail signing key in Kalman and click Save.

Until a key is saved, Kalman rejects every call. After saving, the key can't be viewed again. To replace it, paste a new one and save.

Choose which calls become leads

Under Which calls become leads, the defaults are:

• First-time callers only
• Inbound calls only
• Answered calls only
• At least 30 seconds long

Change any of these and click Save. A call that doesn't pass shows as ignored in Recent deliveries and isn't recorded.

What happens to a call

1. Kalman checks CallRail's signature first. A missing or wrong signature gets a 401, and nothing is stored.
2. Kalman trims the call to a short list of fields before storing it:
   • the call ID, start time, duration, answered, first-call and direction flags, and the caller's number
   • ad click IDs (gclid, fbclid, msclkid, ttclid)
   • UTM tags
   • the landing page's host name only
   • CallRail's company and tracker IDs
3. Kalman records the call as a lead with the ID callrail_ followed by the call ID. If CallRail resends the call, it still counts once.
4. The caller's number is hashed. If an existing visitor has the same phone hash, the call joins that visitor. The call's click IDs fill in only where the visitor has none, so the tag's own values win.

Test it

Make a test call to a tracking number from a phone that hasn't called before. Talk for more than 30 seconds. Then check:

• Recent deliveries on the CallRail source page shows processed.
• Event log shows the new lead.

Privacy

Kalman drops everything else before storing: recordings, transcripts, notes, the caller's name and city, tags, and values. The trimmed call is stored encrypted and deleted after 30 days. Only the phone number's hash is kept on the visitor.

What Kalman never sends: ad platforms never receive recordings, transcripts, notes, caller names or plain-text phone numbers. They get the lead event with hashed identifiers and click IDs, from an allowlist.