Connect Optform and CallTrackingMetrics
Integrate Optform with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Optform + CallTrackingMetrics flows
Start from a real workflow other teams are already running.
Choose a trigger
Optform
When this happens...
Receives New Form Submission
Choose an action
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
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 Optform and CallTrackingMetrics.
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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 Optform 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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Optform and CallTrackingMetrics free
No credit card required. Set up your first workflow in minutes.
About 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 moreAbout 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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Optform and CallTrackingMetrics 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 Optform and CallTrackingMetrics 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 CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where Optform triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics triggers actions in Optform. 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 Optform and CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Optform and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
