Technical documentation of the CallRail setup completed for [1]. Covers account access, WordPress integration, HubSpot connection, number strategy, routing configuration, and open issues.
This working session configured CallRail end-to-end for BPATM: installed the WordPress plugin, connected HubSpot, created a dynamic number pool for marketing attribution, and set up three static tracking numbers for administrative lines. Two issues remain open post-session.
Attendees:
- Wade Zirkle (wade@bluepointatm.com)
- Mike Stebbins (mike@bluepointatm.com)
- Mark Hope — Asymmetric (mark.hope@asymmetric.pro)
- Melissa Cusumano — Asymmetric (melissa.cusumano@asymmetric.pro)
- Avokerie Onorimuo — Asymmetric (avokerie.onorimuo@asymmetric.pro)
Wade added team@asymmetric.pro as a user to the BPATM CallRail account during the session. Access was accepted immediately via invitation email.
The CallRail WordPress plugin was installed on the BluePoint ATM website. The plugin injects the CallRail tracking script automatically, eliminating the need to manually place a JavaScript snippet in the theme or tag manager.
CallRail was connected to the BPATM HubSpot account with the following settings:
| Setting | Value |
|---|---|
| Count inbound calls as conversions | ✅ Yes |
| Count outbound calls as conversions | ✅ Yes |
| Create new contact for unknown callers | ✅ Yes |
| Email format for new contacts | [phone]@call.com |
Behavior: When a call comes in from a number not already in HubSpot, CallRail automatically creates a new contact record. Known callers are matched to existing records. Call recordings appear in HubSpot as activity on the associated contact.
Note: GA4 integration was not completed during this session. The Measurement ID field requires the correct GA4 property ID (format:
G-XXXXXXXXXX). See [2] when available.
Two number types are used to serve different attribution needs:
| Type | Purpose | Cost |
|---|---|---|
| Dynamic Pool | Marketing attribution — swaps the main website number for visitors arriving via ads or organic search | Higher (pool of 4 numbers) |
| Static Numbers | Administrative lines — replaces footer/office numbers to enable recording and performance monitoring | Lower (single number each) |
| Field | Value |
|---|---|
| Swap Target | 720-987-5711 (Mike Stebbins' main number, displayed in the homepage banner) |
| Pool Size | 4 numbers |
| Area Code | 303 |
| Forwards To | Mike Stebbins' personal number |
| Call Recording | Enabled — "This call may be recorded for quality" |
| Whisper Message | "Call from BluePoint website" |
How it works: When a visitor lands on the website, the CallRail script detects the session and replaces 720-987-5711 with one of the four pool numbers. This allows marketing source attribution (ad campaign, organic, etc.) to be tied to each call. The four pool numbers are not published anywhere — they only appear dynamically.
⚠️ Open Issue: Dynamic number swapping was not firing as of the end of this session. The main website number was not being replaced in the incognito test. Requires troubleshooting. See Action Items below.
| Field | Value |
|---|---|
| CallRail Number | 303-732-8411 |
| Replaces | 888-XXX-XXXX (toll-free footer number) |
| Forwards To | Existing answering service (4456) |
| Call Recording | Enabled |
| Whisper Message | "Call from BluePoint website" |
| Location on Site | Footer (all pages) |
Future: Once BPATM is comfortable with CallRail, the answering service will be replaced with a CallRail call flow. Routing can be updated directly in CallRail without touching the website.
| Field | Value |
|---|---|
| CallRail Number | 703-952-5858 |
| Replaces | 540-335-XXXX (Wade Zirkle's Virginia number) |
| Forwards To | Wade Zirkle's personal number (540-335-2848) |
| Call Recording | Enabled |
| Whisper Message | "Call from Eastern Office Website 703" |
| Location on Site | Footer — Eastern Office |
⚠️ Open Issue: CallRail is cutting off the beginning of Wade's personal voicemail greeting. The fix is to switch to CallRail's built-in voicemail feature and re-record the greeting there. See Action Items below.
| Field | Value |
|---|---|
| CallRail Number | 303-502-2840 |
| Replaces | XXXX-9142 (Western Office number) |
| Forwards To | Mike Stebbins' personal number |
| Call Recording | Enabled |
| Location on Site | Footer — Western Office |
A dedicated static tracking number was created and connected via the CallRail GMB integration to track calls originating from the Google Business Profile separately from website traffic.
| Field | Value |
|---|---|
| CallRail Number | 303 area code (created during session) |
| Forwards To | Wade Zirkle's number |
| Integration | Connected via CallRail's native GMB tile |
| Test | Result |
|---|---|
Static number — Eastern Office (703-952-5858) |
✅ Call connected, recording appeared in CallRail activity log |
Static number — Footer (303-732-8411) |
✅ Call connected, answered by answering service |
| HubSpot contact creation | ✅ Test calls created contact records in HubSpot with @call.com email |
| Call recording playback | ✅ Recordings visible and playable in CallRail activity log |
| Dynamic number swap | ❌ Not firing — main website number not being replaced |
| Voicemail recording | ⚠️ Partial — beginning of Wade's greeting is cut off |
Accessible from the left sidebar (graph icon). Key features:
- Activity tab: Full call log with caller ID, duration, recording, and source
- Recording playback: Play button on each call row
- Download MP3: Export individual call recordings
- Tags: Label calls (e.g., "reverse ATM", "job seeker", "traditional ATM")
- Lead scoring: Thumbs up/down on each call
- Transcripts: Full text transcript available below each recording
- Call value: Optional dollar value field per call
The dynamic pool is configured correctly but the main website number (720-987-5711) is not being replaced when visiting the site in an incognito window. Likely causes to investigate:
- Plugin not loading the swap script on the correct page
- Swap target number format mismatch
- Caching issue on the WordPress side
Owner: Mark Hope
CallRail is intercepting the call before Wade's personal voicemail greeting completes, causing the first portion of the greeting to be clipped. The fix is to configure CallRail's built-in voicemail for the 703-952-5858 number and record a new greeting directly in CallRail.
Owner: Wade Zirkle
703-952-5858 to CallRail built-in voicemail; re-record greeting; test playback