Integrations and API

When do calls sync to my CRM?

Calls sync when they end: completed calls sync by default, and you can also sync missed calls and skip calls shorter than a minimum duration.

Details

  • Syncing is one-way, from CallTracker to the CRM.
  • Callers are matched to existing records by phone number; unknown callers create a new contact, lead or person depending on the CRM.
  • The last sync time and the last error are shown on each integration in Settings β†’ CRM.

Related pages

More about integrations and api

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