This page is intended to help you integrate your data into the Zeta Marketing Platform with CallRail. The information is intended to help in prospecting new or existing clients with detail on how to integrate with the vendor.
What does the Zeta Integration for CallRail do?
This pre-built outbound API connector to CallRail allows for the creation and syndication of customers from the Zeta Marketing Platform to CallRail. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in CallRail is necessary and what to syndicate.
Set up your CallRail access token: CallRail API v3 Documentation
Plan your data flow
Understand in what scenarios a customer should be created
Determine what data needs to be stored per customer
Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc.
Assign CallRail Access Token
Create an overall Connection for CallRail using your access token: Connections
Create your Custom Channel
Utilize the default Channel Manager template to create your custom channel.
Create your Campaign Inputs
Create form fields for the additional data that should be assigned at the point of contact; i.e. source of data, purpose of data, campaign IDs, etc.
Map your data to the request
Utilize the JSON template to determine how the request should be populated. Use
Save Your Channel
Name your channel, so that your marketing team knows which channel to use. Note you can save multiple CallRail Channels for different endpoints.
User Your Channel
When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields..
For any questions or issues related to your integration please reach out to DL-Zeta-External-Integrations@zetaglobal.com.