Connect CallTrackingMetrics and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Get Inventory Items
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
Ready to use CallTrackingMetrics and Zoho POS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
New Bill Is Created
runs when New Bill Is Created
New Item Is Created
runs when New Item Is Created
New Contact Is Added
runs when new contact is added
New Invoice Added
runs when new invoice is added
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Inventory Item
Create an inventory item with price, stock, tax and vendor details
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and Zoho POS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallTrackingMetrics and Zoho POS. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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