How to Connect Your Rocket Matter Account to

Crystal Field Updated by Crystal Field

How does the and Rocket Matter API integration work?

If you currently use Rocket Matter, integration means that after each call, the call notes with the caller's name, number, and message will appear as a new Rocket Matter message in the Messages section of your dashboard. You can then add this information to an existing client record or create a new client record.

You’ll still receive texts and emails from after every incoming call, as well as a daily summary of all calls, so you can determine whether to call clients back immediately or later on.

How to connect your account to Rocket Matter

Already using Rocket Matter? Great! Just email us at to receive your authorization link.

Please note: Each plan includes one free integration. View current pricing.

Contact us

If you have additional questions or need assistance connecting your account to Rocket Matter, please call us at (650) 727-6484 or email us at

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