CallTrackingMetrics + Salesforce integrationEvery call, its recording, AI summary and transcript, on the Salesforce record
CallTrackingMetrics has a native Salesforce integration. We set it up and take it further: every call logged on the right record with its source and recording, the AI call summary and the full transcript included, and the CTM phone inside Salesforce so reps never switch screens.
- Native integration set up, then extended
- Recording, AI call summary and full transcript on every call
- The CallTrackingMetrics phone inside Salesforce
900+ integrations completed · Salesforce partner · We sign BAAs
- • Each call
- • Recording
- • AI call summary
- • Full transcript
The best part of the call stays in the call tracker
Salesforce tasks and events cannot hold long text. So the AI summary and the transcript, the parts that tell the next rep what was said, never make it to the record. Reps listen back to recordings or start over with the caller.
What it does
What the CallTrackingMetrics + Salesforce integration handles
Native integration, extended
We set up the native CallTrackingMetrics integration, then build what it does not cover.
A record for every call
Calls are logged to a custom activity object that holds long text, with direction, agent, ring, talk and total time, and whether the call was missed.
AI call summary and transcript
The AI summary and the full transcript land on the call record, so anyone can read the call before they pick up the phone.
Recording on the record
Play the call recording from Salesforce, without logging into CallTrackingMetrics.
Source on every call
Tracking number, tracking label and source name on each call, so you know which campaign or listing made the phone ring.
One activity feed
Calls, texts, tasks, emails and chats on one timeline on the lead, with filters, and key calls pinned to the top.
The CTM phone in Salesforce
Make and take calls from the CallTrackingMetrics phone in the Salesforce utility bar.
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
Screens from a live Salesforce build. Every name, number, ID and location is replaced, and every summary, note and transcript is our own sample text.
- 1A record for every call
The recording, the AI call summary, and the caller, agent and tracking details on one call record.
- 2The full transcript
Too long for a Salesforce task, so it lives on the custom call activity object.
- 3Every call on the lead
Calls, texts, tasks, emails and chats in one feed, with the source and the rep on each call.
- 4The summary, one click away
Expand a call in the feed to read the AI summary before calling back.
- 5Pinned calls and notes
The calls that matter pinned beside the record, with their summaries.
- 6The CTM phone in Salesforce
Calls made and taken from the CallTrackingMetrics phone in the utility bar.
The real thing
Call dashboards on top of the integration
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
- 1Which office is dropping calls
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
- 2Every caller still waiting for a call back
One row per caller, not one per missed call. Ring time shows how long the call rang before it was missed. Open in CTM jumps straight to the call record. (client dashboard, names replaced)
Data that flows
CallTrackingMetrics + Salesforce integration: what gets sent, field by field
- Each callA call activity record on the lead
- RecordingPlayed from the record
- AI call summaryLong text, on the call record
- Full transcriptLong text, on the call record
- Tracking number, label and sourceThe campaign behind the call
- Agent, direction, ring, talk and total timeFor reporting by rep
- Missed calls and new callersFlagged for follow-up
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 + Salesforce integration: the hard parts, already solved
Long text
Summaries and transcripts are too long for tasks and events, so they live on a custom activity object built for them.
Missed calls
Missed calls are flagged on the record, so callbacks can be tracked and reported.
Native vs custom
Where the native integration covers what you need, we set it up cleanly. Where it stops, we build the rest.
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 + Salesforce integration goes live
- 1
Free call
We look at how calls come in today and what your team needs to see in Salesforce.
- 2
Mapping
Which calls land on which records, which fields carry over, and what reps see first.
- 3
Set up and test
Configured and tested with real 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 + Salesforce integration is for
- Admissions and sales teams using CallTrackingMetrics and Salesforce
- Managers who want to read calls, not only listen to them
- Marketing teams that need every call tied to its campaign
CallTrackingMetrics + Salesforce integration FAQ
Does CallTrackingMetrics connect to Salesforce natively?
Yes. We set up the native integration, then extend it with what your team needs, such as the AI summary and the transcript on the record.
Why a custom activity object?
Salesforce tasks and events cannot hold long text. A custom activity object can, so the AI call summary and the full transcript fit on the record.
Can reps call from Salesforce?
Yes. The CallTrackingMetrics phone sits in the Salesforce utility bar.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.