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Salesforce


3 Articles

Importing Past Calls to Salesforce

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  Once you have activated your integration with Salesforce, you may choose to send past calls (calls that occurred before integration setup) into your Salesforce account.  It’s important to note that these imported calls will

Assigning Salesforce Campaigns to Tracking Sources

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  Assigning Salesforce campaigns to your tracking sources in CallTrackingMetrics allows you to link activities associated with a tracking source to a specific campaign in your Salesforce account.  You will need to enable the

Integrating CallTrackingMetrics with Salesforce

CallTrackingMetrics can integrate directly with your Salesforce account so that calls coming through your tracking phone numbers appear automatically as leads, activities, or as a custom object in Salesforce. This is a powerful way to ensure that all of your advertising and agent performance data feeds right into your Org so that your team can



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