Connect CallTrackingMetrics and Dovetail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Create Note
Create Data Point
Add Data to Project
List Tags
List Insights
List Contacts
List Notes
List highlights
List Data
List projects
Add Contact
Ready to use CallTrackingMetrics and Dovetail automations
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 Project
Triggers when a new project is created
New Insight
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 Note
Create Data Point
Add Data to Project
Add Data to Project.
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in Dovetail. This includes choosing which data fields go into which fields of Dovetail, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and Dovetail 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 Dovetail. 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 Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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