Business Intelligence
CallTrackingMetrics
20 min
calltrackingmetrics is a call tracking and communications platform that enables users to track calls, manage conversations, and analyze marketing performance integrating with make com allows automated call logging, lead tracking, and marketing attribution across multiple channels this is ai generated content based on official calltrackingmetrics documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www calltrackingmetrics com/features/ directly requirements to use the calltrackingmetrics app in make, you must have an active calltrackingmetrics account and an api key, https //www calltrackingmetrics com/features/ for subscription, refer to the https //www calltrackingmetrics com/features/ connect calltrackingmetrics and {{product name}} to get started, you must first create a connection between calltrackingmetrics and {{product name}} , allowing the two services to communicate obtain your api key in your calltrackingmetrics account create the connection in make obtain your api key in your calltrackingmetrics account before you create the connection in {{product name}} , you should first obtain your api key in your calltrackingmetrics account to obtain your api key navigate to the account settings or integrations section after logging in locate the area labeled for api credentials , integrations , or developer access copy the client id displayed on screen copy the client secret displayed on screen copy the server value if shown you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www calltrackingmetrics com/plans pricing create the connection in {{product name}} https //www make com/en/register , add the calltrackingmetrics module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your calltrackingmetrics account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page calltrackingmetrics modules after connecting to the calltrackingmetrics app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add contact adds a new contact to a specified contact list add numbers adds phone numbers to a smart dialer system for automated calling add opt out text/sms adds a specified phone number to the opt out list, preventing it from receiving future communications add to do not call list adds a phone number to the do not call list to prevent future calls create a webhook creates a new webhook endpoint to receive data from external services create/edit sale record creates a new sale record or updates an existing one with specified details delete a contact removes a specified contact from a selected list formreactor server side request submits a lead to a specified form reactor form get activity details retrieves detailed information about a specific activity using its unique id list activities retrieve a detailed list of activities, including calls, text messages, chat interactions, and form submissions list tracking numbers retrieves a list of tracking numbers, allowing you to apply filters to narrow down the results if needed make an api call executes a custom api request to the connected service using your authorized credentials modify activity details updates the specific details of an activity related to a call, form, chat, or text message purchase tracking number retrieves tracking numbers for completed purchases redact activity details removes or hides sensitive information from the details of an activity identified by a specific id release a tracking number removes or deactivates an assigned tracking number from a shipment or order remove from do not call list removes a specified phone number from the do not call list, allowing it to receive calls again remove numbers deletes selected phone numbers from the smart dialer contact list remove opt out text/sms deletes specified phone numbers from the opt out list, allowing them to receive communications again search activities by custom fields searches for calls, forms, or chats that match specified custom field criteria search activities by phone number searches for calls, forms, or chat records associated with a specific phone number search tracking numbers searches for available tracking numbers that you can purchase send sms message sends a text message (sms) to a specified phone number start a dialer initiates an outbound call using the dialer stop a dialer stops an active dialer session templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} calltrackingmetrics resources you can have access to more resources related to this app on the following links https //community make com/search?q=calltrackingmetrics https //www calltrackingmetrics com/features/ https //postman calltrackingmetrics com/ https //www make com/en/integrations/calltrackingmetrics