What it does
- Event tracking - Track calls, appointments, and conversions
- User identification - Connect call data to PostHog users
- Funnel analysis - See conversion paths from lead to customer
- Cohort building - Segment users by call behavior
Events tracked
CallDesk sends these events to PostHog:| Event | Properties |
|---|---|
Call Received | duration, outcome, source |
Appointment Booked | service_type, date, value |
Lead Qualified | score, qualification_reason |
Follow-up Completed | type, outcome |
Setup
User identification
CallDesk identifies users in PostHog by:- Email - Primary identifier
- Phone - Secondary identifier
- Customer ID - If you pass it via forms
Use cases
Conversion funnel
Track the path from website visit to booked appointment:- Page View → Form Submit → Call Received → Appointment Booked
- See drop-off at each stage
- Identify optimization opportunities
Customer segmentation
Create cohorts based on call behavior:- Users who booked appointments
- Users who were qualified but didn’t book
- High-value service inquiries
Session replay context
See what users did before calling:- Which pages they viewed
- How long they spent on site
- What led them to submit a form
Custom properties
Add business-specific data to events:| Property | Example |
|---|---|
| service_requested | ”Emergency AC Repair” |
| appointment_value | 450 |
| lead_source | ”Google Ads” |
| qualification_score | 85 |
Self-hosted PostHog
For self-hosted deployments:- Use your PostHog instance URL
- Ensure network connectivity from CallDesk
- Same API key format applies
Requirements
- PostHog account (Cloud or self-hosted)
- Project API key
- No additional cost from CallDesk
Troubleshooting
Events not appearing
Events not appearing
Check that your API key is correct and has write permissions.
Users not identified
Users not identified
Make sure email or phone is captured and passed to CallDesk.
Self-hosted connection issues
Self-hosted connection issues
Verify your PostHog instance is accessible from external services.
Connect PostHog
Set up the integration now