Connect CallTrackingMetrics and Solve CRM
Integrate CallTrackingMetrics with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact List in CallTrackingMetrics when New Company in Solve-crm
Send SMS via CallTrackingMetrics when New Company in Solve-crm
List Tracking Numbers from CallTrackingMetrics when New Company in Solve-crm
Create Contact List in CallTrackingMetrics when New Contacts in Solve CRM
Send SMS via CallTrackingMetrics when New Contacts in Solve CRM
Popular CallTrackingMetrics + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create Contact List in CallTrackingMetrics when New Company in Solve-crm
Use this flowSend SMS via CallTrackingMetrics when New Company in Solve-crm
Use this flowList Tracking Numbers from CallTrackingMetrics when New Company in Solve-crm
Use this flowCreate Contact List in CallTrackingMetrics when New Contacts in Solve CRM
Use this flowSend SMS via CallTrackingMetrics when New Contacts in Solve CRM
Use this flowList Tracking Numbers from CallTrackingMetrics when New Contacts in Solve CRM
Use this flowCreate Contact List in CallTrackingMetrics when New Tagged Contact in Solve-crm
Use this flowSend SMS via CallTrackingMetrics when New Tagged Contact in Solve-crm
Use this flowList Tracking Numbers from CallTrackingMetrics when New Tagged Contact in Solve-crm
Use this flowCreate Contact List in CallTrackingMetrics when Update Contact in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and Solve CRM.
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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
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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AI will build it for you
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and Solve CRM 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 Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in Solve CRM, and a separate workflow where Solve CRM 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
