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Salesforce - Creating Tasks for Phone Calls

There are many benefits with integrating CallTrackingMetrics and Salesforce. One of the most commonly used features is to automatically append calls as activities (tasks) to Lead or Contact records. Once you start sending calls to Salesforce as activities you will then be able to build activity reports in Salesforce that include your calls along with

Using the Softphone with macOS Mojave (10.14)

Softphone users running macOS Mojave (10.14) may experience an issue with one-way audio on softphone calls. This issue is due to restricted microphone permissions that will prevent the caller from being able to hear you through your laptop or headset microphone. Even if you have previously allowed microphone access on your browser, you may need

Integrating CallTrackingMetrics with Zoho CRM

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

On-screen Guides

Getting to Know CTM Softphone Tour Call Log Tour Using Page Filters DNI Add Target Numbers Create Custom Tracking Sources Create Tracking Sources What is “Exact Match?” Billing Adding a Credit Card Billing Best Practices Account Management Adding a User What are User Roles? Creating Access Control Groups Review and Change Your Plan Routing Setup

Configuring Call Center and Open CTI Softphone (Salesforce Lightning)

The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities of the softphone within the Salesforce platform. When using the embedded softphone, we recommend disabling automatic lead creation from CallTrackingMetrics and instead

Configuring Call Center and Open CTI Softphone (Salesforce Classic)

The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities of the softphone within the Salesforce platform. When using the embedded softphone, we recommend disabling automatic lead creation from CallTrackingMetrics and instead

Importing Past Calls to Salesforce

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 be mapped to leads, contacts, or other customer objects based on the settings you have assigned in your Field Mapping section of

Assigning Salesforce Campaigns to Tracking Sources

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 Salesforce integration in your account before you can assign campaigns to your tracking sources. There are two methods of assigning campaigns to

Integrating CallTrackingMetrics with Facebook

Linking CallTrackingMetrics to your Facebook Business account allows CTM to send activity data into Facebook as offline events. For this integration, setup requires two main steps: Linking your CallTrackingMetrics and Facebook Business accounts Configuring a trigger in CTM to send activity data to Facebook   Linking Accounts Navigate to Settings → Integrations → Facebook. Click Link to

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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