Connect CallTrackingMetrics and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Create Lead
Find Lead
Find Leads By Phone
Create Activity on Lead
Search Leads by Criteria
Find Leads By Date Range
Get Leads By IDs
Ready to use CallTrackingMetrics and Leadsquared 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.
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 Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and Leadsquared 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 Leadsquared. 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 Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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