CallTrackingMetrics + Dazos CRM

CallTrackingMetrics + Dazos CRM integrations

Generate new leads in Dazos CRM whenever new calls come in through CallTrackingMetrics

Ensure your CallTrackingMetrics calls transform into viable leads in your Dazos CRM system with this streamlined workflow. Once set up, each new call received in CallTrackingMetrics will create a lead in Dazos CRM, enhancing your customer management process and ensuring no potential opportunity is left untracked. Boost your efficiency and consolidate your lead generation process effortlessly with this seamless automation.

When this happens...
New CallTriggers when you receive a new call.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with CallTrackingMetrics and Dazos CRM

Discover other triggers and actions you can use with CallTrackingMetrics and Dazos CRM

New Call
Triggers when you receive a new call.
Trigger
Instant
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Lead Updated
Trigger a Zap when a Lead gets updated
Trigger
Polling
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New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Sales Stage Changes
trigger a Zap when an Opportunity’s Sales Stage changes
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- ID
  Required
- PAA Status
  Required
Action
Write

Admitted Status Change
Trigger a Zap when a patient’s Admitted Status changes
Trigger
Polling
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- ID
  Required
- Sales Stage
  Required
Action
Write
- ID
  Required
- VOB status
  Required
Action
Write

About CallTrackingMetrics

CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.

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About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

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