CallTrackingMetrics Zoho integrationEvery call and text on the right Zoho CRM record
There is no native CallTrackingMetrics integration for Zoho CRM, so we build it through the APIs and webhooks, and we have launched it in Zoho CRM for several clients. Calls and texts, inbound and outbound, land on the Lead, Deal or Contact they belong to, with the source, the AI call summary and the transcript. Reps call and text from inside Zoho, and new callers become leads.
- Custom API build, launched in Zoho CRM for several clients
- Calls and texts on Leads, Deals and Contacts
- AI call summary and transcript on the record
900+ integrations completed · We sign BAAs
- • Inbound and outbound calls
- • Texts sent and received
- • AI call summary and transcript
- • Tracking source and campaign
Calls and texts that stay in the call tracker
When CallTrackingMetrics and Zoho CRM are not connected, reps copy calls by hand or skip them. Texts sit in another inbox, the same caller ends up on two records, and the source behind the call never reaches your reports.
What it does
What the CallTrackingMetrics Zoho integration handles
Calls in Zoho CRM
Inbound and outbound calls sent from CallTrackingMetrics webhooks into Zoho CRM as activity on the record.
Texts sent and received
CTM texts, in both directions, logged on the same record as the calls.
AI call summary and transcript
The AI summary and the transcription saved in Zoho CRM, so anyone can read the call before calling back.
Phone normalization
Phone numbers cleaned to one format, so a caller matches the record that already exists.
The right Lead, Deal or Contact
Calls and texts matched to the open Lead, Deal or Contact for that number, so activity does not land on an old or duplicate record.
The CTM phone in Zoho CRM
A Zoho widget with the CallTrackingMetrics phone, so reps make and take calls without leaving the record.
Send SMS window
Send a text from the record: pick the tracking number to send from, a phone on file or another number, and a template. Send now or schedule it, with the text history below.
Email and SMS templates
A shared library of email and text templates your team picks from in Zoho CRM.
Leads from new callers
A call from a new number creates a lead in Zoho CRM, with the tracking source attached.
Activity fields written back
Activity fields on the Lead or Deal updated with each call and text, so list views and reports stay current.
Business accounts and contacts
Calls and texts with referral partners shown on the business account and its contacts, not only on leads.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CallTrackingMetrics to Zoho CRM.
AimingThe real thing
See it in Zoho CRM
A screen from a live Zoho CRM build. The location name and number are replaced with sample data.
- 1Send a text from the record
Pick the tracking number to send from, a phone on file or another number, and a template. Send now or schedule it, with the text history below.
Data that flows
CallTrackingMetrics Zoho integration: what gets sent, field by field
- Inbound and outbound callsActivity on the matching Lead, Deal or Contact
- Texts sent and receivedOn the same record as the calls
- AI call summary and transcriptSaved with the call
- Tracking source and campaignThe source behind the call on the lead
- New callerCreated as a lead
- Missed callEmail alert to the team
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 + Zoho CRM 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 Zoho integration: the hard parts, already solved
Same caller, different formats
Numbers are normalized before matching, so a call does not create a second lead for someone already in Zoho CRM.
Open records first
When a number is on more than one record, activity goes to the open Lead or Deal.
Missed calls
Missed calls trigger an email alert, so callbacks are not left to chance.
Numbers ready to text
We handle the SMS registration for your CTM numbers and caller ID registration. Approval is up to the carriers.
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 Zoho integration goes live
- 1
Free call
We look at how your team texts and calls today, and what needs to land in Zoho CRM.
- 2
Mapping
Which records texts and calls land on, which fields carry over, and the consent rules, agreed before anything is built.
- 3
Build and test
Built in Zoho CRM and tested with real messages and calls before your team relies on it.
- 4
Go live
Running in the background, 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 Zoho integration is for
- Admissions and sales teams using CallTrackingMetrics and Zoho CRM
- Managers who want to read calls and texts on the record
- Marketing teams that need every call tied to its source
CallTrackingMetrics Zoho integration FAQ
Is there a native CallTrackingMetrics integration for Zoho CRM?
No. We build it custom, through the CallTrackingMetrics webhooks and API and the Zoho CRM APIs, around your modules and fields. We have launched it in Zoho CRM for several clients.
Which Zoho CRM records do calls and texts land on?
Leads, Deals and Contacts, plus the business accounts your referral partners belong to.
Can reps call and text from inside Zoho CRM?
Yes. The CTM phone sits in a Zoho widget, and a Send SMS window on the record sends from your tracking numbers.
Do texts come over too?
Yes. CTM texts, sent and received, are logged on the same record as the calls.
Does the AI call summary come over?
Yes. The AI summary and the transcription are saved in Zoho CRM with the call.
What if the caller is already in Zoho CRM?
The number is normalized and matched to the open Lead, Deal or Contact, so the call lands on the record your team already works.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.