CRM integration with call tracking

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CRM integration with call tracking, telephony, other communication channels (messengers, mail, etc.) and analytics systems. This way, the entire communication history and data on advertising sources will be automatically pulled up in CRM for each contact or deal. The example below shows the client data, including the source of the call, advertising channel, campaign and keyword, which were pulled up after the call thanks to the integration:


Marketing report — to constantly monitor and control austria telegram data the situation with leads and quickly understand what exactly went wrong and where. A simple report in Google Sheets with daily automatic upload of leads and data on them from CRM is enough. This is easy to configure and can be done independently using Apps Script. Or use special extensions like SyncWith, which allow you to synchronize Google Sheets with almost all popular business tools.

Report for marketing

You can also contact the developer for help - it will take literally half an hour of his time. And there is always the option to contact your CRM's technical support and ask them for help with this setting.

Important point: it is better not to change the page to which the information from CRM will be uploaded. It will be a database from which you can then generate the necessary reports. To work with data, it is better to create a separate sheet, into which, for example, using the IMPORTRANGE formula, import data from the database. And then work with them, filter, etc.