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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

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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

Call Waiting

Call waiting alerts agents when someone has called their direct line and gives them the option to address that call while they are already on another call.  When call waiting is enabled and a new call comes in on an agent’s direct line, a call waiting beep will play for the agent and a prompt

Integrating CallTrackingMetrics with Slack

The CTM integration with Slack allows you to check if another agent on your team is available or currently on a phone call, and also provides a shortcut for opening the CTM softphone from your Slack window.


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