An automated workflow using integromat
Connects CallTrackingMetrics + Google Sheets
Add Google Sheets rows for new CallTrackingMetrics calls
About this workflow template
This automation scenario allows you to connect CallTrackingMetrics and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
CallTrackingMetrics and Google Sheets can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in CallTrackingMetrics
Watch Call Events in CallTrackingMetrics
Triggers when a call event has occurred.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add Google Sheets rows for new CallTrackingMetrics calls.
Part I
Configure Applications
First, we need to connect CallTrackingMetrics and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect CallTrackingMetrics to Make.com.
Give Make.com access to your CallTrackingMetrics account, using CallTrackingMetrics credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for CallTrackingMetrics
Choose the following trigger: Watch Call Events (Triggers when a call event has occurred.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between CallTrackingMetrics and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Google Sheets rows for new CallTrackingMetrics calls!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
triggerbyzapierautomateio
Record a call conversion
Adds a conversion to an existing Call. This can include a reporting tag, conversion amount, and date/time of conversion.
actionbyzapierNew call
Triggers when you receive a new call.
triggerbyzapierWatch call events
Triggers when a call event has occurred.
triggerbyintegromatWatch call ended
Triggers when the call ends.
triggerbyintegromatWatch call ended (delayed)
Triggers 1 hour after call data is captured.
triggerbyintegromatWatch session associated to the activity record
Triggers when a session data is associated to the activity record.
triggerbyintegromat
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
