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Connect Intaker to CallTrackingMetrics and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Intaker with CallTrackingMetrics - no code necessary. See how you can get setup in minutes.

Select a trigger from Intaker

A trigger is an event that starts your Zap and runs the workflow. For example, with Intaker, a trigger could be "New Chat."
A trigger is the event that kicks off your automated workflow.

Setup an action from CallTrackingMetrics

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Intaker to CallTrackingMetrics

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Triggers and actions are the main components of every automated workflow.

Connect Intaker and CallTrackingMetrics to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Intaker and CallTrackingMetrics to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • orgId
      Required
    • Bot Name
    Trigger
    Scheduled
    Try It
    • orgId
      Required
    Trigger
    Instant
    Try It
    • orgId
      Required
    Trigger
    Instant
    Try It
    • orgId
      Required
    • Lead Name
      Required
    • Lead Status
    • Create Task (Notification via Desk & Email)
      Required
    • First Name
    • Last Name
    • Phone Number
    • Phone Number SMS Consent
    • Email
    • pipelineId
    • Stage
    • Pipeline Estimated Value
    • Pipeline Estimated Cost
    • Pipeline Actual Value
    • Pipeline Actual Cost
    • Pipeline Additional Details
    • Note Description
    Action
    Write
intaker logo
intaker logo
About Intaker
Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn moreHelp
Related categories
  • Dashboards
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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
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