CallTrackingMetrics SMS + SalesforceTexts and calls from your CTM numbers, on one Salesforce record
Your tracking numbers already take calls and texts. CallTrackingMetrics has a native Salesforce integration, and we set it up and extend it. For texting, we wire our Send SMS widget to CTM, so reps text from the record through your CTM numbers and every text lands next to the calls.
- Send texts from Salesforce through your CTM numbers
- Every text in and out on the record, next to the calls
- Opt-in and sending number rules built into the widget
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound texts
- • Outbound text history
- • Responded flag
- • Outbound text
- • Sending number
- • Scheduled texts
Calls in Salesforce, texts somewhere else
When calls reach Salesforce but texts stay in CallTrackingMetrics, reps check two screens to see a conversation. Follow-up gets missed, and managers cannot report on who texted back.
What it does
What the CallTrackingMetrics SMS + Salesforce handles
Send SMS from the record
Our widget on the lead, opportunity, account or contact sends through CallTrackingMetrics, with templates, a segment counter and Send Later.
Texts next to calls
CTM texts and calls on the same record, in one activity feed, with an inbound or outbound marker on each.
Inbound texts on the record
Texts that come into your CTM numbers are logged on the matching record in Salesforce.
Sending number logic
Rules decide which CTM number each text goes out from, so the reply comes back to the right team.
Opt-in enforced
The widget checks the opt-in field before it sends, as part of the business and compliance rules we build in.
Responded flag
A flow marks the record when a text comes in or goes out, so follow-up lists and reports can use it.
Accounts and contacts too
CTM texts and calls shown on business accounts and their contacts, not only on leads.
History brought over
Moving to CTM SMS from another texting tool? We bring the past texts into Salesforce so the history stays on the record.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CallTrackingMetrics to Salesforce.
AimingThe real thing
See it in Salesforce
Our Send SMS widget from a live Salesforce build, wired to CallTrackingMetrics SMS. Every name and number is replaced with sample data.
- 1Send SMS on the record
Sending number, the phone to text, a custom number, templates, a character and segment counter, Send Now or Send Later, and the SMS history below.
- 2Templates in one click
Shared templates for the whole team and personal templates for each rep.
- 3Send later
Pick a date and time, and the text goes out on schedule.
Data that flows
CallTrackingMetrics SMS + Salesforce: both directions, field by field
- Outbound textSent from the widget on the record
- Sending numberPicked by your rules
- Scheduled textsSent at the date and time the rep set
- Inbound textsLogged on the matching record
- Outbound text historyDirection, number and time on each text
- Responded flagSet by a flow when texts are logged
Five hidden tracking fields on every form, chat and call
First and last click, so you can see what started the journey and what closed it, plus the page the lead converted on.
- Landing page URLFirst click
- Landing page URLLast click
- Referring domainFirst click
- Referring domainLast click
- Converting page URLWhere the lead came in
See your own CallTrackingMetrics + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
CallTrackingMetrics SMS + Salesforce: the hard parts, already solved
Number registration
Numbers have to be registered for texting in CallTrackingMetrics before they can send. We take care of that as part of setup.
Phone fields that change
The widget picks up every phone field on the record, and refreshes when one is updated, without a page reload.
Native vs custom
Where the native CTM integration covers what you need, we set it up cleanly. Where it stops, we build the rest in Salesforce.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the CallTrackingMetrics SMS + Salesforce goes live
- 1
Free call
We look at how your team texts today, the platform you use, and what reps need to see in Salesforce.
- 2
Mapping
Which records texts land on, which numbers send, which templates reps get, and how opt-in is recorded.
- 3
Build and test
Built in a sandbox and tested with real texts in and out before your team relies on it.
- 4
Go live
Deployed to production, reps trained, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the CallTrackingMetrics SMS + Salesforce is for
- Admissions and sales teams that call and text from CallTrackingMetrics numbers
- Managers who want calls and texts in one place on the record
- Teams moving to CTM SMS from another texting tool
CallTrackingMetrics SMS + Salesforce FAQ
Does CallTrackingMetrics connect to Salesforce natively?
Yes. We set up the native integration, then add what your team needs for texting, starting with our Send SMS widget on the record.
Can reps text from Salesforce through CTM?
Yes. The widget sends through your CallTrackingMetrics numbers, with templates and scheduling.
Do texts and calls show up together?
Yes. Both are logged on the same record and shown in one activity feed.
Can you move our old texts over?
Yes. When you switch to CTM SMS, we bring the text history into Salesforce.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.