All integrationsAnalytics

CTM (CallTrackingMetrics)

Work with CTM (CallTrackingMetrics) call tracking: read the call log and transcripts, tag, note and update calls, record sales, start calls, send texts, manage tracking sources and contact lists, log form leads, and start workflows when calls, texts and forms come in.

actions
25
triggers
4

Triggers

Start a workflow when something happens in CTM (CallTrackingMetrics).

  • New callRuns when a call comes in to one of your tracking numbers (or, if you choose, when your team makes one), with the caller, the tracking source and number. Calls from before the workflow was turned on don't start it.
  • Call endedRuns when a call finishes, with how it went (answered or missed), how long it lasted, the agent, the tracking source and the recording link.
  • New text messageRuns when someone texts one of your tracking numbers, with what they wrote, who they are and the tracking source.
  • New form submissionRuns when a web form is submitted through a CTM FormReactor, with the lead's name, number, email and the tracking source.

Actions

Steps a workflow can run in CTM (CallTrackingMetrics).

  • List activitiesList the call log, newest first: calls, texts and form submissions, with the caller, tracking source and number, duration and agent. Filter by type, dates, contact or search text. Gets one page; to see more, run it again with the 'after' it gives.
  • Get activityGet one call, text or form submission with the caller's details, tracking source, recording link, tags, notes and custom fields.
  • Get call transcriptGet the transcript of a recorded call, as one text and as each speaker's turns. Says it isn't available when the call has none.
  • Update activityChange the contact details on a call, text or form submission (name, email, other number, address), set its tags or fill in custom fields. Empty fields are left as they are.
  • Add note to activityAdd a note (comment) to a call, text or form submission, as the agent on it or a user you name.
  • Add tag to activityAdd one tag to a call, text or form submission.
  • Remove tag from activityRemove one tag from a call, text or form submission.
  • Record saleRecord whether a call led to a sale, what it was worth, when, and how good the lead was, so CTM can credit the source that brought it in. Replaces the sale already recorded on the activity.
  • Start callCall a phone number from one of your tracking numbers and connect it the way that number is set up to route, or to an agent you choose, who is rung first. Use it to call back a new lead.
  • List text messagesList the text messages sent and received through your tracking numbers, filtered by direction, time or search text.
  • Send text messageSend a text message (up to 160 characters) from one of your tracking numbers. The number must have texting turned on in CTM.
  • List tracking numbersList the account's tracking numbers with their names, sources, status and routing.
  • List tracking sourcesList the tracking sources (Google Ads, a billboard, your website) CTM credits calls and texts to.
  • Create tracking sourceCreate a tracking source, online (matched by referring address or landing page) or offline (such as print or radio).
  • Update tracking sourceRename a tracking source or change its matching rules or priority. Empty fields are left as they are.
  • Delete tracking sourceDelete a tracking source.
  • List contact listsList the account's contact lists with how many contacts each holds.
  • Create contact listCreate a contact list, such as for a calling campaign or to route known callers.
  • List contacts in listList the contacts in a contact list.
  • Add contact to listAdd a person to a contact list by phone number, with their name, email, address and custom fields.
  • Remove contacts from listTake one or more people off a contact list by phone number. The list itself stays.
  • Delete contact listDelete a contact list and the contacts on it.
  • List usersList the account's users and agents with their email, role and whether they're available.
  • List formsList the account's FormReactor forms, which log web form submissions as leads and can call them back.
  • Submit formLog a lead from any form or app in CTM's call log, through a FormReactor, so CTM attributes it and reacts as the form is set up to (such as calling the lead back). A form ID of your own creates a new FormReactor.

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Connect CTM (CallTrackingMetrics), then hand Lodol the job in Slack, Claude or ChatGPT.

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