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CallTrackingMetrics + Insightly Integrations

How to connect CallTrackingMetrics + Insightly

Zapier lets you send info between CallTrackingMetrics and Insightly automatically—no code required.

When this happens...
CallTrackingMetricsCallTrackingMetrics
New Call

Triggers when you receive a new call.

automatically do this!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?

How CallTrackingMetrics + Insightly Integrations Work

  1. Step 1: Authenticate CallTrackingMetrics + Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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calltrackingmetrics logo
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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.
Learn More

Related categories

  • Call Tracking

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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn More

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