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CallTrackingMetrics + Zoho CRM

Create or update Zoho CRM entries when new calls are tracked in CallTrackingMetrics

Stay on top of your client interactions by linking CallTrackingMetrics with Zoho CRM. With this integration, each new call registered in CallTrackingMetrics can initiate an update or creation of a module entry in Zoho CRM. This means your records stay up-to-date, leaving you more time to engage with your customers and less time updating databases. Keep your customer relationship management efficient and effective.

Stay on top of your client interactions by linking CallTrackingMetrics with Zoho CRM. With this integration, each new call registered in CallTrackingMetrics can initiate an update or creation of a module entry in Zoho CRM. This means your records stay up-to-date, leaving you more time to engage with your customers and less time updating databases. Keep your customer relationship management efficient and effective.

  1. When this happens...
    CallTrackingMetricsCallTrackingMetrics
    New Call

    Triggers when you receive a new call.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CallTrackingMetrics triggers, actions, and search

    New Call

    Triggers when you receive a new call.

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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calltrackingmetrics logo

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 moreHelp

Related categories

  • Call Tracking

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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