Actionist·CallTrackingMetrics
CallTrackingMetrics

CallTrackingMetrics

· #466 most-used

Call intelligence routed into action

CRMSalesMarketingCommunicationAnalyticsSupportAutomationPhone & SMS

CallTrackingMetrics is a call tracking and communications platform for attributing calls, texts, forms, and conversations to the campaigns that produced them. Actionist connects CTM events and API data to the rest of your stack so sales, marketing, support, finance, operations, HR, and legal teams can turn call intelligence into scheduled follow-up, reporting, and approved record updates.

Try CallTrackingMetrics with ActionistVisit CallTrackingMetrics
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents remove the repeated work of checking CTM call logs, copying attribution data into CRM and spreadsheets, sending approved missed-call texts, and preparing number or compliance changes by hand.

Schedule

What your CallTrackingMetrics agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

CallTrackingMetrics × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~38 hrsSaved / week
6Personas served
For sales
Featured3 apps

Call-to-opportunity handoff with complete context

When a high-intent call appears in CTM, the agent retrieves the activity details, searches recent activity from the same phone number, and updates Salesforce with source, transcript summary, and a follow-up task. The rep receives one Slack note with the caller, campaign, and recommended next step instead of opening three dashboards.

~11 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When CTM posts a New Call event from a high-intent tracking source
Trigger
Step 1
CallTrackingMetrics
New Call
read
Step 2
CallTrackingMetrics
Get activity details
read
Step 3
CallTrackingMetrics
Search activities
write
Step 4
Salesforce
Update lead or opportunity notes
write
Step 5
Slack
Post sales follow-up brief
Result
Update lead or opportunity notesPost sales follow-up brief
The win
Saved per run
18 min
Runs / week
~38×
Reps follow up while the conversation is still fresh
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    72 min / week
    Manual call follow-up research

    Reps open CTM, copy caller and source data, search prior activity, then update CRM by hand for every important call.

    Sales Agent
    0 min
    Agent builds the follow-up brief

    The agent retrieves CTM activity details, searches caller history, and posts the CRM-ready brief before reps start outreach.

  • Marketing
    95 min / week
    Campaign call report assembly

    Marketing exports CTM calls, manually groups them by source, and reconciles sale values in a spreadsheet every week.

    Marketing Agent
    0 min
    Agent prepares source-level attribution

    The agent lists activities, checks sale records, and updates campaign ROI tables on schedule.

  • Support
    64 min / week
    Missed call queue cleanup

    Support managers scan call logs, decide ownership, send text replies manually, and add notes after the fact.

    Support Agent
    0 min
    Agent turns calls into owned tickets

    The agent pulls details, adds CTM comments, sends approved SMS responses, and creates ticket updates.

  • Human Resources
    46 min / week
    Recruiting call tracking by spreadsheet

    Recruiters copy candidate calls from CTM into hiring sheets and manually send interview reminder texts.

    Human Resources Agent
    0 min
    Agent maintains candidate call context

    The agent lists recruiting-line activity, sends approved reminders, and adds candidate notes to the hiring tracker.

  • Finance
    70 min / week
    Revenue reconciliation across tools

    Finance manually matches call activities, CTM sale records, CRM deal values, and commission sheets.

    Finance Agent
    0 min
    Agent flags value mismatches

    The agent retrieves sale records, compares approved amounts, and writes exception rows for review.

  • Operations
    88 min / week
    Tracking number changes by ticket

    Operations searches number inventory, buys numbers, creates webhooks, and retires old numbers through scattered requests.

    Operations Agent
    0 min
    Agent manages the setup checklist

    The agent prepares number searches, approved purchases, webhook checks, and retirement logs in one operating rhythm.

  • Legal
    54 min / week
    Opt-out and redaction evidence gathering

    Legal staff search CTM records, process approved suppression steps, and manually assemble compliance evidence.

    Legal Agent
    0 min
    Agent handles approved recordkeeping

    The agent adds do-not-call entries, prepares redactions, and writes audit notes after approval.

+ 100s of other CallTrackingMetrics automations
Average time saved
49 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$28 / hr
Hours saved / week
34
Hours saved / year
1,700
Annual ROI
$47,600

Based on CallTrackingMetrics's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.4 hrs / person / week of admin work automated.

Connect

How to plug CallTrackingMetrics into Actionist

Pick the connection method that suits your environment.

Connect with the CTM Access Key and Secret Key generated in Account Settings or Parent Settings. CTM documents Basic Authentication for API requests, so Actionist stores the two credentials separately and tests the connection with a read-only request.

1
Enable API access in CTM

Open CTM Settings, choose Account Settings for one account or Parent Settings for agency access, then open API Integration and enable API access.

2
Copy both credentials

Copy the Access Key and reveal the Secret Key. Treat both values as secrets and rotate them if they have been shared unintentionally.

3
Paste and test in Actionist

Paste the Access Key and Secret Key into Actionist. Run the read-only connection test before allowing write actions such as SMS, sale updates, or number changes.

Credentials you'll need
Access Key*
CTM Settings > Account Settings or Parent Settings > API Integration > Access Key
Secret Key*
CTM Settings > API Integration > Show Secret Key
Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about CallTrackingMetrics + Actionist

How does Actionist connect to CallTrackingMetrics?
Use CTM API credentials from your account or agency API Integration settings. CTM uses an Access Key and Secret Key with Basic Authentication, so the Actionist connection is modeled as a two-key setup. Paste both keys into Actionist, run a read-only test call, and then choose which scheduled agent tasks can use the connection.
What CallTrackingMetrics trigger is supported by the scrape?
The scrape found a New Call webhook trigger for CallTrackingMetrics. CTM documentation also describes activity-based webhook phases such as call start, call end, inbound text, sale update, form activity, transcript keyword, and website-session events. Actionist copy treats these as CTM events that agents can react to within about a minute.
Can Actionist send SMS through CallTrackingMetrics?
Yes, CTM documents an API request for sending SMS messages from a tracking number. In Actionist, agents should use approved message templates, respect opt-out status, and log the message context back to CTM or the CRM. It should still use human review for sensitive replies.
Can Actionist buy or release tracking numbers automatically?
Actionist can prepare CTM number inventory, search, purchase, and release actions, but active number changes should follow your approval process. The spine examples frame purchasing and releasing as approval-led operations because those changes can affect campaigns, routing, reporting, and compliance.
Does Actionist handle call recordings and transcripts?
Actionist can retrieve CTM activity details and available transcriptions where your CTM plan, permissions, and retention settings allow access. Redaction and deletion-style tasks are treated as sensitive actions and should require approval with an audit note.
What teams benefit most from a CTM connection?
Sales, marketing, support, finance, operations, recruiting, and legal teams all use different CTM data. Sales gets follow-up briefs, marketing gets attribution, support gets callback queues, finance gets sale reconciliation, operations gets number inventory, HR gets candidate-line records, and legal gets opt-out or redaction evidence.
Is CallTrackingMetrics an OAuth app in Actionist?
The public CTM API documentation describes API Access using an Access Key and Secret Key with Basic Authentication, not a consumer OAuth flow. This spine uses the `two_key` connection kind with separate Access Key and Secret Key fields.
Can Actionist react to CTM events promptly?
No. Actionist should not be described as faster than the product can support. CTM may deliver webhooks quickly, but Actionist-triggered agent work is described as running within about a minute, and the exact timing depends on the connected account, event flow, and approval settings.