CallTrackingMetrics + LeadConnector
CallTrackingMetrics + LeadConnector
CallTrackingMetrics + LeadConnector integrations
Create LeadConnector opportunities from new CallTrackingMetrics calls
Streamline your sales process by connecting CallTrackingMetrics with LeadConnector. With this workflow, every time a new call is registered in CallTrackingMetrics, an opportunity is added or updated in LeadConnector, ensuring that your sales team can efficiently manage leads and follow up with prospects. Simplify your lead tracking process and stay on top of your sales game with this seamless integration.
- When this happens...New CallTriggers when you receive a new call.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with CallTrackingMetrics and LeadConnector
Discover other triggers and actions you can use with CallTrackingMetrics and LeadConnector
- New Call
Triggers when you receive a new call.
Try ItTriggerInstant - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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 LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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