Business Intelligence

CallTrackingMetrics

8min

With the CallTrackingMetrics app in , you can manage your tracking numbers, activities, SMS, dialers, do not call lists, and contacts in your CallTrackingMetrics account.

Requirements

To use the CallTrackingMetrics app in , you must have a CallTrackingMetrics account.

Connect CallTrackingMetrics and Make

To get started, you must first create a connection between CallTrackingMetrics and , allowing the two services to communicate.

To create the connection, you need to:

  1. Log in to your account, insert a CallTracking Metrics module in your , and click Create a Connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the Username and Password fields, enter your CallTrackingMetrics account credentials.
  4. Click Save.
  5. If prompted, authenticate by logging in to your account and confirming access.

You've successfully created the connection and can now use the CallTrackingMetrics app in your . If you want to make changes to your connection in the future, follow the steps here.

CallTrackingMetrics modules

After connecting to the CallTrackingMetrics app, you can use the following types of modules to build your .

  • Search Tracking Numbers
  • Purchase Tracking Number
  • List Tracking Numbers
  • Release a Tracking Number
  • Search Activities by Phone Number
  • Search Activities by Custom Fields
  • List Activities
  • Get Activity Details
  • Modify Activity Details
  • Create/Edit Sale Record
  • Redact Activity Details
  • Send SMS Message
  • Add Opt Out Text/SMS
  • Remove Opt Out Text/SMS
  • Start a Dialer
  • Stop a Dialer
  • Add Numbers
  • Remove Numbers
  • Create a Webhook
  • Add to Do Not Call List
  • Remove From Do Not Call List
  • Form reactor Server Side Request
  • Add Contact
  • Delete a Contact
  • Make an API Call

Templates

You can look for CallTrackingMetrics templates in Make's template gallery, where you'll find thousands of pre-created .

CallTrackingMetrics resources