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Call Tracking Integration Workflow

Deliver Measurable Benefits in Customer Experience & Business Processes

The call tracking services help to gather valuable information that can advance either the marketing and sales workflows, as well as provide better insights into business performance.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Power up your platform with a striking feature and enhance the user’s expectations by providing secure and value-driving data management.

Create/update leads within call tracking and CRM
Inbound calls
Leads
Synchronize and update the client’s data across both solutions
Outbound calls
Leads
Collect and exchange the new leads records with CRM
Web forms
Leads
Track marketing or ad campaigns as tasks in CRM
Campaigns
Tasks
Ensure the planned meeting will be prepared and held in time
Scheduled meetings
Tasks
Set out timely calls with automated tasks
Scheduled calls
Tasks
Monitor every keyword and lead source via CRM
SEO tracking
Tasks
Gather and resolve customer pain points and troubles efficiently
Inbound calls
Cases
Round up the feedback to high-quality service
Emails from customers
Cases
Collect opinions and optimize the performance
Web forms
Cases
Check the reports to catch up with audience interests
Viewed landing pages
Opportunities
Exploit every opportunity to run campaigns successfully
Product interests
Opportunities
Monitor the reports to improve marketing performance
Conversion rates reports
Opportunities
Track the patterns to boost up quality of processes
Reports on repeated callers
Attachments
Measure and raise the productivity of sales division
Calls volume & duration reports
Attachments

Get Even More

Filter records by any fields on any conditions and proceed with data management

Check Filters

Investigate the API methods to ensure the smooth CRM integration development

Supported Methods

Check out code samples to proceed with the call tracking integration process

Code Samples

Save your time and get down to business software upgrade with Data2CRM.API today! Contact our expert and receive all necessary details and your integration roadmap.

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Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.