This webinar discusses integrating the call tracking software CallRail with the messaging platforms Slack and HipChat. It provides an overview of Slack and HipChat, why businesses use them, and how CallRail can integrate by sending notifications of new phone calls and messages to channels in Slack and rooms in HipChat. The integration setup involves simple steps like creating an API token or webhook and choosing where to send CallRail notifications. A Q&A session with CallRail representatives was also part of the webinar.

1. [Webinar] Real Time Messaging
Integrations: Slack & HipChat
October 6, 2015

2. 2
On the call today
[ W E B I N A R ]
Mark Sullivan
Director of Partnerships,
CallRail
Erica Hawkins
Content Marketing
Manager, CallRail

3. 2011
Founded
About CallRail
[ W E B I N A R ] 3
20,000 +
Companies
U.S.
&
Canada
User
Centric
Call Tracking & Analytics for Data Driven Marketers

4. 4
What you’ll learn
[ W E B I N A R ]
• Overview of Slack & HipChat
• Why & How to integrate with CallRail
• Q & A

5. Chat programs.
5
What are Slack & HipChat?
[ W E B I N A R ]
(one of which was recently valued at $2.8 Billion)

6. Real Time messaging platforms that,
1. unify cross-team communication;
2. save (and make searchable) chat history;
3. integrate with all your existing software.
6
What are Slack & HipChat?
[ W E B I N A R ]

7. 7
Why are businesses using Slack & HipChat?
[ W E B I N A R ]
• Transparency
• Efficiency
• Extreme customizability

8. Real Time messaging platforms that
1.unify cross-team communication;
2. save (and make searchable) chat history;
3. integrate with all your existing software.
8
What are Slack & HipChat?
[ W E B I N A R ]

9. Real Time messaging platforms that
1. unify cross-team communication;
2.save (and make searchable) chat history;
3. integrate with all your existing software.
9
What are Slack & HipChat?
[ W E B I N A R ]

10. Real Time messaging platforms that
1. unify cross-team communication;
2. save (and make searchable) chat history;
3.integrate with all your existing software.
10
What are Slack & HipChat?
[ W E B I N A R ]

11. 11
Why integrate?
[ W E B I N A R ]
• New Phone Call
• New SMS

12. 12
Why integrate?
[ W E B I N A R ]
(but mainly because you’re already there)
Lots of reasons.

13. 13
Why integrate?
[ W E B I N A R ]
• Inbound leads to sales team
• Support calls to customer service alerts
• Real Time Lead Dashboard
A few examples:

14. 14
The integrations in action
[ W E B I N A R ]
New Phone Call
New Text
Message

15. 15
The integrations in action
[ W E B I N A R ]
New Phone Call
New SMS

16. 16
The integrations in action
[ W E B I N A R ]

17. 17
The integrations in action
[ W E B I N A R ]

18. 3 Simple activation steps:
1. Create an API token within HipChat;
2. Give CallRail the API token;
3. Choose the room to receive the notification.
18
Setting up the integrations
[ W E B I N A R ]

19. 19
Setting up the integrations
[ W E B I N A R ]

20. 20
Setting up the integrations
[ W E B I N A R ]

21. 3 Simple activation steps:
1. Create a new webhook in Slack;
2. Choose the channel to receive the notification;
3. Give CallRail the webhook URL.
21
Setting up the integrations
[ W E B I N A R ]

22. 22
Setting up the integrations
[ W E B I N A R ]

23. 23
Setting up the integrations
[ W E B I N A R ]

24. 24
Q & A with Mark Sullivan and Erica Hawkins
[ W E B I N A R ]
Mark Sullivan
Director of Partnerships,
CallRail
Erica Hawkins
Content Marketing
Manager, CallRail

25. Give the integrations a Test Drive
[ W E B I N A R ] 25
14 Day Free Trial
No credit card needed
Go to www.callrail.com/pricing

26. Thank you!