Integrations CallTrackingMetrics Close
CallTrackingMetrics + Close

Connect CallTrackingMetrics and Close to Build Intelligent Automations

Choose a Trigger

CallTrackingMetrics

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use CallTrackingMetrics and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call Starts

New Call Starts

Runs when a new call starts.

Call Ends

Call Ends

Runs when a call ends.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your CallTrackingMetrics integrations.

Create Contact List

Create Contact List

Creates a new contact list.

Send SMS

Send SMS

Sends an SMS message from your account to a specified phone number.

List Tracking Numbers

List Tracking Numbers

Lists tracking numbers with optional filters for number or name.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

How do I start an integration between CallTrackingMetrics and Close?

To start, connect both your CallTrackingMetrics and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Close (or vice versa).

Can we customize how data from CallTrackingMetrics is recorded in Close?

Absolutely. You can customize how CallTrackingMetrics data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallTrackingMetrics and Close?

The data sync between CallTrackingMetrics and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallTrackingMetrics to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallTrackingMetrics and Close?

Yes, you can set conditional logic to control the flow of data between CallTrackingMetrics and Close. 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.

CallTrackingMetrics

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.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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