Need to make sure you don't miss out on adding users to your sales and marketing workflows? Setting up this CallTrackingMetrics Infusionsoft integration should help with that, connecting your CallTrackingMetrics logs directly to Infusionsoft. It will trigger with each new call you receive, automatically adding a new contact to Infusionsoft with all its information.
How It Works
- A new call is received on CallTrackingMetrics
- Zapier automatically adds a contact on Infusionsoft
What You Need
- CallTrackingMetrics account
- Infusionsoft account
Why Zapier?
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Add or update contacts on Infusionsoft for new calls received on CallTrackingMetrics
Need to make sure you don't miss out on adding users to your sales and marketing workflows? Setting up this CallTrackingMetrics Infusionsoft integration should help with that, connecting your CallTrackingMetrics logs directly to Infusionsoft. It will trigger with each new call you receive, automatically adding a new contact to Infusionsoft with all its information.
How It Works
- A new call is received on CallTrackingMetrics
- Zapier automatically adds a contact on Infusionsoft
What You Need
- CallTrackingMetrics account
- Infusionsoft account
It's easy to connect CallTrackingMetrics + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you receive a new call.
Creates a new contact. Can be used to update existing contacts too.
Triggers when a tag gets added to a contact for the first time.
Applies a tag to an existing contact.
Triggers when you add a new opportunity.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Triggers when a contact subscribes to plan.
Creates a note on an existing contact
Triggers when a contact unsubscribes from plan.
Updates an existing contact.
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