Downloading the App The CallTrackingMetrics mobile app is available for iOS and Android. We always recommend using the latest version of your mobile operating system with the app. Opening the Softphone The softphone is opened from the Call Log page (Calls → Call Log). 1. Tap the Phone icon to open the phone.
The Microsoft Dynamics integration allows you to send call data from your CallTrackingMetrics account into Dynamics to create or update any object type in Dynamics, including leads, contacts, and custom objects. The integration allows you to: Assign your Dynamics campaigns to your CTM tracking sources Map your CTM users to users in Microsoft Dynamics Create triggers
Visual Website Optimizer is the all-in-one platform that helps you conduct visitor research, build an optimization roadmap, and run continuous experimentation. View ongoing experiments and variations in the call log and track even more goals by sending conversions with your call data using triggers. Anything defined as a conversion in CTM can be sent to
RequirementsIn order to use the softphone, you will need: A microphone (we recommend a headset with a boom microphone) A strong internet connection Click here for more details and recommendations for best practices when using the softphone. Opening the Softphone The softphone is opened from the Call Log page (Calls → Call Log). 1. Click
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
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
As your agents are taking calls you can create leads, contacts, or other custom object records via CallTrackingMetrics’ integration with Salesforce and append the call activity to their record. This also can be used for your SMS messages and FormReactors. You can configure this to happen either automatically or manually by your agents within the
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
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
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
Once you have linked your CallTrackingMetrics account to Salesforce, you can associate your CTM agents to users in Salesforce so that any time the agent receives a phone call, their Salesforce user is assigned to that record. This is especially helpful so that as agents take calls, they can immediately see the caller as a lead
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