Connect CallTrackingMetrics and Guidebook
Integrate CallTrackingMetrics with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when New Call Starts in CallTrackingMetrics
Create a Custom List Item in Guidebook when New Call Starts in CallTrackingMetrics
Create a Custom List in Guidebook when New Call Starts in CallTrackingMetrics
Create Menu Item in Guidebook when New Call Starts in CallTrackingMetrics
Create Attendees in Guidebook when New Call Starts in CallTrackingMetrics
Popular CallTrackingMetrics + Guidebook flows
Start from a real workflow other teams are already running.
Choose a trigger
CallTrackingMetrics
When this happens...
New Call Starts
Call Ends
Choose an action
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate a Custom List Item in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate a Custom List in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate Menu Item in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate Attendees in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowConnect Item to Main Custom List in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate a Session in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowUpdate a Session in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowDelete a Session in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowCreate a Folder in Guidebook when New Call Starts in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and Guidebook.
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 Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
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.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and Guidebook accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallTrackingMetrics and Guidebook as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Guidebook. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in Guidebook, and a separate workflow where Guidebook triggers actions in CallTrackingMetrics. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallTrackingMetrics and Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
