Integrating CallTrackingMetrics

Step 1 - Log in to your account at www.calltrackingmetrics.com 

Step 2 - Click Settings at the top right

Step 3 - Click Account Settings on the left

Step 4 - Click API Integration on the left and you will see "Access Key" and "Secret Key"

Step 5 - In Lead Docket, go to Manage > Settings and scroll down to the bottom where you see the "CallTrackingMetrics Account" section. 

• Copy the Access Key from CallTrackingMetrics and paste it in the Access Key input in Lead Docket
• Click "Show secret key" in CallTrackingMetrics to view the Secret Key, and then copy and paste it into the Secret Key input in Lead Docket
• Click Save 

Step 6 - Click Settings again at the top right in CallTrackingMetrics

Step 7 - Click Integrations on the left under Account Management

Step 8 - Scroll down to Webhooks and click the Settings button

Step 9 - Click the New Webhook button in the top right

Step 10 - Create a Name for this Webhook. Something like "Start Call" will work. Under Trigger, select "At the beginning of call"

Step 11 - In Lead Docket, go to Manage > Phone Numbers 

• Click the Other Options drop-down button at the top right
• Click Add CallTrackingMetrics
• Copy the link in the blue box at the top that follows "Set the 'at beginning of call' web hook to:' " and paste it in the Callback URL input in the Connection section in CallTrackingMetrics

Step 12 - Click any Save Changes button in CallTrackingMetrics

Step 13 - Repeat steps 6-12 EXCEPT do the following:

• Name the new Webhook something like "Call End"
• Select "Once all information about the activity is caputred" as the Trigger
• Copy the URL from Lead Docket (Step 11 - The URL that has the Black line over it) for the call end Webhook and paste it into the Callback URL input in CallTrackingMetrics
• Save Changes 

Step 14 - Add CallTrackingMetrics to Lead Docket

• Go back to Lead Docket where you copied the URLs from (CallTrackingMetrics Number List)
• Select the number(s) you want to use for this Webhook by checking the box(es) next to the listed number(s)
• Select a Case Type, Marketing Source, Contact Source, and/or Office you want to associate with this Webhook (optional) -
  • NOTE: The selected information will be automatically populated when a lead is created with a phone number that has called the CallTrackingMetrics number
• Click Save Changes

Step 15 - Test your Webhook

• Call any of the CallTrackingMetrics phone numbers you may have selected in Step 14
• Hold the line for about 30 seconds
• Click the Add New Lead button and type in the phone number you called from in the Mobile Phone input. The source should instantly appear as CallTrackingMetrics, if successful.