Connect CallTrackingMetrics and Optform
Integrate CallTrackingMetrics with Optform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CallTrackingMetrics + Optform 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
Optform
Automatically do this!
- Request a new Action for Optform
Create Contact List in CallTrackingMetrics when Receives New Form Submission from Optform
Use this flowSend SMS via CallTrackingMetrics when Receives New Form Submission from Optform
Use this flowList Tracking Numbers from CallTrackingMetrics when Receives New Form Submission from Optform
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and Optform.
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.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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.
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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and Optform 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 Optform 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 Optform. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in Optform, and a separate workflow where Optform 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 Optform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and Optform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
