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Integrating SailPoint with CallRail

CallRail is a marketing platform for businesses that rely on quality phone calls, leads, and new customers to grow and succeed. CallRail is a service that tracks and manages your phone leads, helping businesses to determine which marketing campaigns are driving quality leads. The CallRail source offers governance of the users in the CallRail system. This includes aggregation, provisioning, and the management of entitlements at the account level.

This document is designed to give specific information about the requirements and fields needed to successfully configure an instance of the CallRail source.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The CallRail source supports the following features:

  • Aggregation of Accounts
  • Aggregation of Entitlements (companies)
  • Get Account
  • Provisioning
    • Create Account
    • Add/Remove Entitlement
    • Update Account
    • Delete Account

  • Access Certifications (Certifications of entitlements connected to the accounts)

    Note

    The CallRail source manages one specific account present within CallRail. Single account aggregation/read account is supported for users with an active state. Active state users are those who have accepted the invitation email after account creation.

Prerequisites

The following Prerequisites are required:

  1. To connect with the CallRail system you will need to get an Account ID and API Key. These will be used to identify and authenticate your application.

Required Permissions

The user must have the admin role to access all APIs for users and companies. Administrators have complete access to every company in your account. These users are identified by the role admin.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.