Integrating your CallTrackingMetrics account to SugarCRM is easy using Zapier’s trigger system. To get started, simply set your “zap” at zapier.com choosing CallTrackingMetrics as the trigger and SugarCRM as the action. To set up this trigger, you will need to subscribe to Zapier’s premium service, which starts at just $15 a month.

You can choose for a number of things to happen in SugarCRM each time new calls come in, such as:

  • create a lead
  • create an opportunity
  • create a contact
Setting up the Sugar and CTM Zap in Zapier

Setting up the Sugar and CTM Zap in Zapier