Salesforce Integration

CallTrackingMetrics' Salesforce integration allows businesses to incorporate call tracking into their day to day sales and customer service processes. Sales and service agents do not ever have to leave Salesforce to see the rich detail CallTrackingMetrics provides about each caller and each advertising campaign.

CallTrackingMetrics can integrate directly with your Salesforce account so that calls coming through your tracking numbers appear there automatically as leads or activities. This is a powerful way to ensure that all of your advertising performance data feeds right into your CRM tool so that your team can see everything they need in one place. Your entire staff will immediately know the source of every call without even having to leave Salesforce, the environment they are used to documenting relationships in.

You will find many different configuration options within the Salesforce integration which allow you to fine tune how the call information comes into Salesforce so that you can ensure data integrity and consistency with your custom Salesforce environment.

Here are just some of the details of the call tracking integration:

CTM Agent = Salesforce Lead Owner

You can map agents in your CTM call queue to a user profile in Salesforce so that as calls are routed to each agent in the queue, those calls are associated to the correct Salesforce user immediately.

Sending Calls Into Salesforce

You have a number of configuration options for how calls sync into Salesforce.

  • Each time a call comes in, we will look in Salesforce to see if the person exists based on their phone number. If the person does not exist, we can add them as a new lead. If the person does exist as a lead or contact already, we will add the call as an activity under that contact or lead.
  • You can choose to have the call sent into Salesforce at the beginning or the end of the call.
  • You can choose to only send the call into Salesforce if we have Caller ID for the caller's phone number (thus preventing restricted callers from being added into Salesforce under the same contact)
  • You can choose if you would like us to associate Campaigns to the call records we create or not.
  • You can also restrict sending calls into Salesforce based on tracking source, tracking number, receiving number and menu keypress.

Adding Leads and Activities in Salesforce

You can also control how and when you want calls to be creating leads and activitiesĀ in Salesforce. For example, you may only want calls over a certain call length to create a lead or activity in salesforce.

Mapping CTM Call Data to Your Salesforce Custom Objects

Each call in CTM has detail associated with it like the call recording, the caller's phone number, the landing URL, call length etc etc. Rather than those going into Salesforce in our standard format, you may want to map those fields to custom objects you have set up in your Salesforce account.

Mapping Calls To Other Objects Besides Leads and Contacts

Some customers prefer to map their calls to something other than leads or contacts in Salesforce. For example, you may instead want to map new callers to an Opportunity instead of a Lead.