When this happens...
CallTrackingMetricsNew Call
Then do this...
InfusionsoftCreate/Update Contact

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

  1. A new call is received on CallTrackingMetrics
  2. Zapier automatically adds a contact on Infusionsoft

What You Need

  • CallTrackingMetrics account
  • Infusionsoft account
Premium
Infusionsoft is a Premium integration on Zapier.

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It's easy to connect CallTrackingMetrics + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
CallTrackingMetrics
New Call

Triggers when you receive a new call.

Infusionsoft
Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Infusionsoft
Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Infusionsoft
Tag Existing Contact

Applies a tag to an existing contact.

Infusionsoft
New Opportunity

Triggers when you add a new opportunity.

Infusionsoft
Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

Infusionsoft
New Subscription

Triggers when a contact subscribes to plan.

Infusionsoft
Create Note

Creates a note on an existing contact

Infusionsoft
Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Infusionsoft
Update Contact

Updates an existing contact.

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CallTrackingMetrics provides call tracking, advanced routing, reporting and analytics to businesses around the globe. Optimize online and offline marketing campaigns with enhanced customer profile data, and intelligently route calls based on demographics. Increase sales conversions and boost agent performance—with a single tool.

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.