Phone leads are some of the highest-intent prospects your business gets, but they're also the easiest to lose track of. This recipe connects CallTrackingMetrics to Salesforce so every new phone call automatically creates a lead record — complete with caller details and the tracking source.
What You'll Need
- A CallTrackingMetrics account with active tracking numbers
- A Salesforce account with lead management enabled
- Both integrations connected in Pipeworks
The Workflow
Pull recent calls from CallTrackingMetrics
The agent retrieves recent inbound calls from CallTrackingMetrics, including the caller's phone number, call duration, tracking source (which ad or page drove the call), and any tags your team applied during or after the call.
Check for existing Salesforce records
Before creating a new lead, the agent searches Salesforce by phone number to see if the caller already exists as a contact or lead. This prevents duplicate records from cluttering your CRM.
Create a new lead in Salesforce
For callers that don't already exist, the agent creates a new Salesforce lead. It populates the phone number, call source, call duration, and any available caller ID information. The lead source field is set to the marketing channel that drove the call.
Attach call details as an activity
The agent adds a task or note to the lead with the full call details — duration, time, tracking source, and any tags. This gives your sales team the context they need before making a follow-up call.
Update existing records if the caller is known
If the caller already exists in Salesforce, the agent logs the new call as an activity on the existing record instead. This builds a complete history of every interaction with that contact.
What Happens
Every inbound phone call turns into a trackable lead in Salesforce, with full attribution back to the marketing channel that generated it. Your sales team gets immediate context, and no phone lead slips through the cracks.
Use CallTrackingMetrics tags to prioritize leads — for example, tag calls over five minutes as "high intent" and have your team follow up on those first.