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Add or update contacts on Infusionsoft for new calls received on CallTrackingMetrics

  1. When this happensStep 1: New Call

  2. Then do thisStep 2: Create/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
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Connect CallTrackingMetrics + Infusionsoft by Keap in Minutes

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

All Triggers & Actions

InstantNew Call

Triggers when you receive a new call.

New Affiliate

Triggers when you add a new affiliate.

New Contact

Triggers when you add a new contact.

InstantTag Added to Contact

Triggers when a tag gets added to a contact.

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

New Action sequence

Triggered when a new action sequence is added.

New Company

Triggers when you add a new company.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

Credit Card Charge

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

New Invoice

Triggers when you add a new invoice.