CallToSale

Welcome to CallToSale

Thanks for signing up. Complete these three steps so we can connect your Shopify store, Shopify POS, ads and phone calls. Most clients finish in about 20 minutes.

We never ask for your passwords. Every tool below lets you invite our team by email, and you can remove that access at any time.

1. Give us access2. Send your business details3. Kickoff call

1Give us access

Invite this email address in each tool you use. Tick each one off as you go. Your progress is saved in this browser.

Invite:[email protected]

0 of 0 done

Shopify store and Shopify POSRequired
  1. In your Shopify admin, go to Settings → Users.
  2. Click Add staff (on some plans, Add users) and enter [email protected].
  3. Give access to: Orders, Customers, Analytics and Reports, Apps and sales channels, and Point of Sale.
  4. Click Send invite.

If your plan has no free staff seats, email us your collaborator request code instead (Settings → Users → Security). We will send a collaborator request you can approve.

Google AdsIf you run Google Ads
  1. Sign in at ads.google.com and click Admin (gear icon).
  2. Open Access and security and click the + button.
  3. Enter [email protected], choose Standard access, and click Send invitation.

Also note your 10-digit Google Ads customer ID (top right, e.g. 123-456-7890) for Step 2.

Google Analytics 4If you have it
  1. Go to analytics.google.com and click Admin (gear icon, bottom left).
  2. Under Property, open Property access management and click + → Add users.
  3. Enter [email protected], select the Editor role, and click Add.
Google Business ProfileRequired
  1. Search for your business name on Google while signed in to the account that manages it.
  2. In your profile panel, open the ⋮ menu → Business Profile settings → People and access.
  3. Click Add, enter [email protected], choose Manager, and click Invite.

Have more than one location? Repeat this for each location's profile.

Meta (Facebook and Instagram ads)If you run Meta ads
  1. Go to business.facebook.com and open Settings (Business settings).
  2. Under Users → People, click Invite people and enter [email protected].
  3. Assign these assets with full control: your ad account, Facebook Page, and dataset (Meta pixel).
  4. Send the invitation.

Also note your ad account ID (Business settings → Accounts → Ad accounts) for Step 2.

Google Tag ManagerOnly if you use it
  1. Go to tagmanager.google.com and open your container.
  2. Click Admin → User Management → + → Add users.
  3. Enter [email protected], set container permission to Publish, and click Invite.
Website (only if it is not on Shopify)If needed

If your website runs on WordPress, Wix, Squarespace or another builder, add [email protected] as an administrator or editor so we can install call and form tracking. Look for Users or Contributors in your site settings.

CallRail and HighLevel (Connect plan only)Connect plan

On the Connect plan you keep your own CallRail and HighLevel accounts. On every other plan we set these up for you, so skip this step.

  1. CallRail: go to Settings → Users → Add user, enter [email protected], and choose the Administrator role.
  2. HighLevel: in your sub-account, go to Settings → My Staff → Add employee, enter [email protected], and give it the Admin role.

2Send your business details

Fill this in and click send. It opens a ready-to-send email to our team. If email does not open, click Copy details and paste them into an email to [email protected].

Is someone else handling the setup, migration and day-to-day account for you, such as a store manager, employee or agency? Add their details so we can work with them directly.

Your email app should now be open with your details filled in. Press send there to finish this step.

3Kickoff call

Once we receive your access and details, we will reach out to schedule a kickoff call. On the call we confirm your setup, walk through how sales are matched to calls and forms, and show your team how to attach customers to Shopify POS orders.

Email [email protected]

Your access and data

We only use the access you give us to set up and run your tracking. You can remove [email protected] from any tool at any time; if you cancel, remove it after your last month of service. See our Privacy Policy and Terms of Service.

Need help? Open a ticket